OAK HARBOR CAPITAL, LLC

Overview

Oak Harbor Capital, LLC is an SEC‑registered adviser focused on managing pooled investment vehicles, with a clear tilt toward private equity-style structures. The firm operates as a sponsor and general partner and serves as managing member for the funds it runs, which points to a vertically integrated operating model where investment decisions, fund administration and sponsor duties are handled in-house. Its client base is institutional, and the firm charges a mix of percentage‑of‑AUM fees and performance‑based fees alongside other fee arrangements. Investment activity centers on closed or pooled vehicles rather than separate account mandates. Private equity assets represent the largest single category by reported fund asset totals, while the firm also runs a set of “other” pooled vehicles. Oak Harbor does not identify as an active ESG investor. Its advisory scope is narrowly focused on portfolio management for pooled investment vehicles rather than broad wealth management or retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices