Key facts
- It has raised $5.0M; the latest was PE Growth/Expansion in Dec 2025.
- Notable investors include Golub Capital, Audax Private Equity, Ares Management.
- Status: Privately Held (backing).
- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for Oakbridge Insurance Agency
- ·The full record, as it builds
Funding rounds
No funding rounds for Oakbridge Insurance Agency are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Oakbridge Insurance Agency
Operator of an insurance and risk management agency intended to serve the construction, agricultural, financial and manufacturing sectors. The company provides a comprehensive suite of commercial lines, personal lines, employee benefits, risk management, and surety services, providing clients with customized services as per their insurance needs.
- Sector
- Financial Services
- HQ
- Atlanta, GA, United States
- Founded
- 1919
- Employees
- 313
- Website
- oakbridgeinsurance.com/
- Ownership
- Privately Held (backing)
Oakbridge Insurance Agency doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Oakbridge Insurance Agency shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Oakbridge Insurance Agency in its N-PORT filings yet. We sweep new filings monthly.