Investment adviser · CRD 162441
OAK MANAGEMENT CORPORATION
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
WILTON, CT, United States · Form ADV filed Mar 27, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
14 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
OAK INVESTMENT PARTNERS XIII, LIMITED PARTNERSHIPVenture Capital Fund · Last reported Mar 27, 2026$63.6MGross asset value
Form D fundraising filings
Oak Investment Partners XIII, Limited Partnership
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 119
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
Fund details & source
- Fund ID
- 805-6265989199
- Reported beneficial owners
- 51
- Minimum commitment
- $0
- Form D file number
- 021-132009
Form ADV 2059060 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OAK INVESTMENT PARTNERS XII, LIMITED PARTNERSHIPVenture Capital Fund · Last reported Mar 27, 2026$51.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 119
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
Fund details & source
- Fund ID
- 805-6831997688
- Reported beneficial owners
- 172
- Minimum commitment
- $0
- Form D file number
- 021-90683
Form ADV 2059060 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OAK INVESTMENT PARTNERS XI, LIMITED PARTNERSHIPVenture Capital Fund · Last reported Mar 27, 2026$2.19MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 119
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
Fund details & source
- Fund ID
- 805-1824004323
- Reported beneficial owners
- 118
- Minimum commitment
- $0
- Form D file number
- 021-67916
Form ADV 2059060 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OAK INVESTMENT PARTNERS IX, LIMITED PARTNERSHIPVenture Capital Fund · Last reported Mar 27, 2026$99.9KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 119
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
Fund details & source
- Fund ID
- 805-8843605384
- Reported beneficial owners
- 72
- Minimum commitment
- $0
- Form D file number
- 021-9999999
Form ADV 2059060 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OAK IX AFFILIATES FUND, LIMITED PARTNERSHIPVenture Capital Fund · Last reported Mar 27, 2026$4.32KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 119
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
Fund details & source
- Fund ID
- 805-9310916781
- Reported beneficial owners
- 44
- Minimum commitment
- $0
- Form D file number
- 021-9999999
Form ADV 2059060 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OAK IX AFFILIATES FUND-A, LIMITED PARTNERSHIPVenture Capital Fund · Last reported Mar 27, 2026$2.81KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 119
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
Fund details & source
- Fund ID
- 805-8989895550
- Reported beneficial owners
- 81
- Minimum commitment
- $0
- Form D file number
- 021-9999999
Form ADV 2059060 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OAK INVESTMENT PARTNERS VIII, LIMITED PARTNERSHIPVenture Capital Fund · Last reported May 6, 2016$4.38MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6081604762
- Reported beneficial owners
- 74
- Minimum commitment
- $0
- Form D file number
- 021-9999999
Form ADV 1016995 · May 6, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
195 DANBURY ROAD, BUILDING A, SUITE 220WILTON, CT, 06897, United States
CRD 162441
Filing source
Form ADV 2059060 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.