Key facts
- Notable investors include Söderberg & Partners.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Oakwood Asset Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Oakwood Asset Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Oakwood Asset Management
Provider of financial planning and investment advisory services intended to serve individuals and families across the United Kingdom. The company conducts in-depth analysis of client goals, life changes and risk profiles to deliver bespoke wealth management strategies, thereby enabling long-term financial security through personalized advice and technical expertise.
- Sector
- Financial Services
- HQ
- Ware, United Kingdom
- Founded
- 2008
- Ownership
- Privately Held (backing)
Oakwood Asset Management 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 Oakwood Asset Management 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 Oakwood Asset Management in its N-PORT filings yet. We sweep new filings monthly.