OakBridge Advisors Overview

  • Founded
  • 2008
  • Status
  • Acquired/​Merged
  • Employees
  • 12
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

OakBridge Advisors General Information


Provider of asset management and employee benefit services. The company provides employee benefits, retirement plans and asset management to companies, their executives and high net worth individuals in the United States.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 4000 MacArthur Boulevard
  • Suite 550
  • Newport Beach, CA 92660
  • United States
+1 (866) 000-0000
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OakBridge Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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OakBridge Advisors Executive Team (2)

Name Title Board Seat Contact Info
Edward Kirkwood Co-Founder & Chief Executive Officer
Lawrence Hartley Co-Founder & President
To view OakBridge Advisors’s complete executive team members history, request access »

OakBridge Advisors Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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