OAC Capital Advisors LLC

Overview

OAC Capital Advisors LLC is an independent registered investment adviser structured as an LLC and SEC-registered in 2023. The firm serves high-net-worth individuals, families and institutional clients with financial planning and portfolio management targeted at individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and performance-based structures, which allows the firm to accommodate both traditional advisory mandates and incentive-aligned arrangements for alternative strategies. Investment activity emphasizes third-party manager selection rather than operating as a capital allocator. The firm identifies and allocates to external private funds across multiple alternative asset classes, while also integrating public market strategies where appropriate. OAC Capital Advisors reports being an active ESG investor, suggesting environmental, social and governance considerations are applied across its selection and monitoring processes. The adviser is not set up as a multi-state adviser for regulatory purposes, and it does not position itself as a pension consultant or related adviser.

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