RIA FIRM

We'll Get You There

List your RIA firm or search firms for sale at no cost as a complimentary service from Oak Street Funding®. RIA Firm Exchange provides the marketplace where people look to buy a firm or sell a firm.

 

For our first funding, we gave Oak Street Funding a difficult deadline to close in three weeks…most lenders would not be able to do this, but Oak Street made it happen.

 

– Craig Rumler

With banks, you tell them you have $150M in managed assets and they look at you like you’re speaking French.  [Oak Street] knows our industry and how to value those assets.

 

– Joshua Harmon

The process was easy, and the team was very flexible and responsive. We have already completed a second funding and plan to continue to work with Oak Street on future financing projects.

 

– Craig Rumler

It’s hard to truly understand what we, as business owners, are doing, and what I was trying to achieve from a capital infusion. So I appreciate Oak street Funding being instrumental in completing this.

 

– Anonymous RIA

I would absolutely recommend Oak Street Funding to a colleague if their needs align. I would push for them to talk to Oak Street. I don’t know anyone else who loans on cash flow.

 

– Ron Brock

Correspondence was very easy. Oak Street Funding had a very logical approach about analyzing risk. It was a great process.

 

– Joshua Harmon

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