WHO WE ARE
Oak Stone Capital is the private equity arm of Oak Stone Holdings, that specializes in the management of real estate and insurance related assets. The firm prides itself on its innovative solutions to generating alpha in the management of real assets through varying economic cycles.
PARTNERSHIP
We view our relationships as partnerships built on trust, transparency, and shared objectives. By nurturing long-term collaborations with our investors, stakeholders, and other constituents
STRATEGY
Our comprehensive approach extends beyond traditional investment strategies. We recognize that success often hinges on strategic decisions that align our investors for sustainable growth.
MISSION
Oak Stone specializes in identifying untapped potential within the life insurance sector and capitalizing on unique special situations. Our sharp focus empowers us to uncover hidden gems and create value where others might see challenges.
INVESTMENT
Our team boasts a diverse blend of seasoned professionals who bring a wealth of experience from various sectors including finance, insurance, strategy, and operations allowing us to execute with precision.
Our Vision
At Oak Stone, we are committed to pioneering new pathways and redefining industry standards, all while maintaining the highest levels of integrity, professionalism, and ethical conduct.
OUR CORE VALUES:
Integrity: We uphold the highest ethical standards in all our interactions, prioritizing honesty and accountability.
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Innovation: We embrace change and disruption, constantly seeking new ways to drive value and stay ahead of industry trends.
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Excellence: We strive for excellence in every facet of our work, from due diligence to execution, setting the bar for industry standards.
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Collaboration: We believe that the power of collaboration fuels exceptional results, fostering an environment of teamwork and shared success.
Overview
Oak Stone Advisory, a financial consulting and asset management firm dedicated to delivering personalized, innovative solutions that transcend traditional boundaries of capital deployment in the pursuit of optimizing the risk/return threshold for each individual client. With a proven track record of success, Oak Stone stands at the forefront of innovation and opportunity, consistently striving to deliver superior results for our partners.