Tailored Advisory and Fund Placement Services for Distinctive GPs

Tailored Advisory and Fund Placement Services for Distinctive GPsTailored Advisory and Fund Placement Services for Distinctive GPsTailored Advisory and Fund Placement Services for Distinctive GPs

A hands-on, partnership approach to advisory and fund placement for real assets, private equity, and private credit firms.

Tailored Advisory and Fund Placement Services for Distinctive GPs

Tailored Advisory and Fund Placement Services for Distinctive GPsTailored Advisory and Fund Placement Services for Distinctive GPsTailored Advisory and Fund Placement Services for Distinctive GPs

A hands-on, partnership approach to advisory and fund placement for real assets, private equity, and private credit firms.

Who We Are

Harbor Oak Advisors is an independent boutique fund placement and advisory firm with offices in Boston and Austin. Our founders bring over 33 years of experience and have helped raise more than $25 billion across 50+ funds.

Learn More About Our Firm

Our Approach

We go beyond the typical "transactional" relationship of most service providers. We work selectively in a partnership-oriented mindset with a limited number of GPs we have high conviction around by applying a focused and thoughtful approach to helping these firms grow their AUMs and franchise values

Tailored Fundraising Strategy and Positioning

Full Engagement Start to Finish

Long-Term Partnership Mindset

Deep Understanding of LP Expectations & Market Dynamics

Let’s Start a Conversation

Whether you're contemplating your first formal fundraising or looking to augment your existing investor relationships and broaden your reach, we'd love to learn more about your firm's growth and capital raising-related goals

Email: info@harboroakadvisors.com

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Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Harbor Oak Advisors, LLC and BA Securities, LLC are separate, unaffiliated entities.

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