RED OAK PARTNERS, LLC
RED OAK PARTNERS, LLC is a Series C+ and buyout fund in the US investing in Fintech and value-investing.
- Stages
- Series C+, buyout
- Sectors
- Fintech, value-investing
- Invests in
- US-wide
- Founded
- 2003
Check size not disclosed
Thesis
The firm operates as a value investment firm, focusing on misunderstood and less followed opportunities primarily in North America. Their strategy involves identifying underfollowed, unique investment opportunities with attractive valuations and asymmetric risk/return profiles, driven by a diligent, fundamentally driven research process. They aim to invest in opportunities where specific catalysts or events can unlock value over a 12-36 month horizon, and opportunistically employ shareholder activism. They utilize proprietary, fundamental research combining rigorous quantitative and qualitative analyses, applying a private equity approach to public markets. The firm manages a family of funds, including both long and long/short strategies, such as the Red Oak Long Fund (80-100% long exposure) and the Red Oak Fund (long/short equity hedge fund focused on micro and small-cap stocks). Red Oak Partners manages approximately $155 million in total AUM, with $86 million in discretionary AUM, and operates four private funds. Information regarding typical check size per investment deal is not publicly available.
Common questions
Does RED OAK PARTNERS, LLC invest at the Series C+ stage?
Yes. RED OAK PARTNERS, LLC lists Series C+ and buyout among the stages it invests in.
Where does RED OAK PARTNERS, LLC invest?
RED OAK PARTNERS, LLC invests in the US.