Mandate & appetite
- Preferred strategies
- Core Plus, Opportunistic, Value AddCore Plus, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Navigant Oak is a private holding company and US-based single-family office founded in 2015, headquartered in southeast Michigan. It focuses on lower middle market investments in manufacturing, sales, distribution services, and commercial real estate, partnering closely with management for long-term growth.
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