Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Oak Legacy Management is a Dallas-based private investment firm founded by Tom Fenton, primarily focusing on lower middle market investments, venture capital, and real estate opportunities. The firm seeks to identify and capitalize on promising investments across multiple sectors, leveraging extensive industry expertise.
Unlock mandates & allocation signals
See Oak Legacy Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office
LIVE OAK FAMILY OFFICES, LLC
Jacksonville, United States
Live Oak Family Offices LLC, based in Florida, is an SEC-registered investment adviser founded in 2003 that primarily provides portfolio management and advisory services focusing on equities, bonds, and pooled investment vehicles for affluent retail clients. The firm emphasizes long-term wealth management and family legacy planning.
Other · $700m AUM
Legacy Knight
Dallas, United States
Legacy Knight MFO is a Dallas-based multi-family office established to serve high-net-worth families, focusing on wealth building through alternative investments. The firm operates independently without corporate ownership or significant family shareholders, emphasizing personalized investment strategies.
Family Office · $700m AUM
Legacy Knight MFO
North America, United States
Legacy Knight MFO is a Dallas, TX-based multi-family office and registered investment advisor. Established in 2019, the firm manages and invests the wealth of several high-net-worth individuals and families.
Other
Legacy Knight
Dallas, United States
Legacy Knight is an independent multi-family office based in Dallas, Texas, founded in 2019, focusing on private equity, real estate and venture capital investments, particularly in early and late-stage technologies. The firm offers bespoke consulting and investment services to ultra-high-net-worth families, maintaining a tailored approach to wealth management.
Family Office
Legacy Family Office
Mauricio Gruener, United States
Legacy Family Office, headquartered in Bonita Springs, Florida, is a multi-family office and registered investment adviser providing personalized wealth management services, including alternative investments and multi-generational planning, with a client-centric, ethical approach under CEO Tamara Surratt. Founded date and founding family background are not publicly detailed in available sources.
Family Office
Oak Family Advisors
Blair Hull, United States
Institutional investor Fund manager Advisor. based in Blair Hull United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor