OakBridge serves qualified investors globally. The platform is open to individuals who meet the minimum investment threshold of €500 and complete our streamlined verification process. We accept investors from the United Kingdom, European Union member states, the United States (accredited investors), Singapore, Australia, and most other jurisdictions where alternative investment access is permitted. The onboarding process takes approximately 10 minutes and includes identity verification to comply with international anti-money laundering regulations.

After creating your account and completing verification, you browse available investment opportunities across three asset classes: real estate, private equity, and global equities. Each opportunity displays the expected return, investment duration (1 month to 2 years), and risk profile. You select your investment, confirm the amount (minimum €500), and fund via bank transfer. Your capital is deployed into institutional-grade assets selected by our Investment Committee, guided by former Goldman Sachs senior advisors. Fixed monthly distributions are paid directly to your dashboard wallet, and you can track performance in real time.

The minimum investment across all OakBridge opportunities is €500. This applies to real estate, private equity, and global equities alike. There is no maximum investment limit for qualified investors. OakBridge's technology platform enables institutional-grade access at individual minimums, providing the same asset quality and due diligence applied to €50 million institutional allocations.

OakBridge evaluates over 5,550 opportunities annually through our proprietary selection process. Only 2.9% pass our Investment Committee's institutional-grade standards. The process includes initial market coverage and sourcing, performance track record analysis, operational due diligence spanning several weeks, and final Investment Committee approval. Two former Goldman Sachs senior advisors guide asset selection, risk assessment, and portfolio construction decisions. This rigorous filtering ensures only verified, high-quality opportunities reach our platform.

OakBridge provides diversified access across three institutional asset classes. Real Estate includes Grade-A commercial and residential properties across London, Munich, Tokyo, and other prime locations generating rental income. Private Equity provides direct positions in high-growth companies across fintech, healthcare technology, and enterprise software, including pre-IPO opportunities. Global Equities offers curated portfolios featuring established market leaders across technology, healthcare, financial services, and renewable energy sectors in European, Asian, and North American markets.

Since 2012, OakBridge has delivered 20.4% average annual returns across the platform, with some periods reaching as high as 26%. Returns vary by asset class and specific opportunity. Each listing on the platform displays its projected return and historical performance data. Fixed monthly distributions provide predictable income throughout the investment duration. We have maintained 36 consecutive uninterrupted monthly distributions. Past performance does not guarantee future results, and all investments carry risk including potential loss of principal.

Investment durations on OakBridge range from 1 month to 2 years depending on the specific opportunity and asset class. Each investment opportunity clearly states its holding period before you commit capital. Shorter durations (1 to 6 months) are typically available in global equities, while real estate and private equity positions may carry 6 to 24 month horizons. At maturity, principal plus accumulated returns are credited to your dashboard wallet for withdrawal or reinvestment.

The OakBridge secondary market allows existing investors to sell their active investment positions to other qualified investors before the original maturity date. This provides an additional layer of liquidity for investors who may need to access capital earlier than planned. The secondary market operates as a structured marketplace where sellers list their positions and qualified buyers can acquire them at market-determined pricing.

Net Asset Value (NAV) serves as the baseline for secondary market pricing. NAV reflects the current value of the underlying assets in a given investment position. OakBridge's Investment Committee reviews and updates asset valuations quarterly based on market conditions, audited financials, and comparable transactions. Buyers and sellers use NAV as a reference, though final transaction prices are agreed between parties and may trade at a premium or discount to NAV depending on demand and remaining time to maturity.

You can register interest to buy or sell on the secondary market at any time through your OakBridge dashboard. OakBridge conducts structured matching windows on a semi-annual basis, typically in spring and autumn, to facilitate transactions between buyers and sellers. During these windows, listed positions are matched with eligible buyers based on pricing, order size, and timing preferences. Between matching windows, you can still express interest, and our team will notify you when the next window opens.

During the matching and bidding process, all parties remain anonymous. Identities are disclosed only after a transaction is formally agreed upon and both parties proceed to documentation and settlement. This protects both buyer and seller privacy throughout the price discovery phase.

Either party may withdraw at any time before signing the transfer agreement. Once legal documents are executed by both buyer and seller, the transaction becomes legally binding and irreversible. We recommend reviewing all terms carefully before signing. If you have questions at any stage, our support team is available via live chat and email.

Once matched, both parties are given a defined period (typically 10 business days) to complete documentation and transfer funds. OakBridge facilitates the entire settlement process, including document preparation, compliance verification, and fund transfer coordination. The position is formally transferred in your dashboard once all parties have fulfilled their obligations.

All investments carry risk, including the potential loss of principal. Alternative investments in real estate, private equity, and equities are subject to market fluctuations, economic conditions, interest rate changes, and geopolitical events. Real estate values may decline due to local market conditions. Private equity positions carry concentration and illiquidity risk. Equities are subject to market volatility. OakBridge mitigates risk through institutional-grade due diligence, multi-asset diversification, and rigorous selection (2.9% acceptance rate), but cannot eliminate it. Investors should only allocate capital they can afford to hold for the stated investment duration and, in certain circumstances, potentially lose.

OakBridge operates with a transparent fee structure. Each investment opportunity on the platform displays its complete fee schedule before you commit capital. There are no hidden charges, no carried interest, and no surprise deductions. Platform fees vary by asset class and are disclosed on the individual opportunity page. Distributions shown on your dashboard reflect net-of-fee returns, so the performance you see is the performance you receive.

OakBridge does not provide personalised investment advice. We provide access to institutional-grade investment opportunities with detailed information on each asset's risk profile, expected returns, and investment duration. Investors are responsible for making their own investment decisions based on their financial situation, risk tolerance, and investment objectives. If you require personalised advice, we recommend consulting a qualified independent financial advisor. Our team is available via live chat and email to answer platform-related questions and provide factual information about available opportunities.

OakBridge Limited is a UK-registered company headquartered in London, England. The company is registered with Companies House and operates in compliance with applicable UK financial services regulations. OakBridge also maintains operational presence in Singapore and New York to serve investors across major financial jurisdictions. All operations adhere to local securities regulations, anti-money laundering requirements, and data protection standards in each market we serve.

OakBridge takes data protection seriously. All personal and financial data is encrypted using bank-grade 256-bit SSL encryption both in transit and at rest. We comply with the UK Data Protection Act 2018, the EU General Data Protection Regulation (GDPR), and equivalent regulations in all jurisdictions we operate in. Your information is never sold to third parties and is only shared with regulated service providers essential to processing your investments. Full details are available in our Privacy Policy.

• Capital gains from the appreciation and sale of investment positions
• Distribution income from monthly fixed distributions paid to your account
• Rental or dividend income passed through from underlying real estate or equity holdings

• Individual investors are typically subject to personal income tax or capital gains tax on returns.
• Corporate investors may be subject to corporate income tax, and returns may receive different treatment under local business tax regulations.
• Trust and family office structures may carry unique tax treatment depending on their legal formation and jurisdiction.

Depending on the tax regulations in your country of residence, you may be required to report and pay taxes on accrued income even if it has not been distributed to you during that year. This is particularly relevant for investors in jurisdictions that tax unrealised gains or imputed income from investment vehicles. Consult your tax advisor for guidance specific to your situation.

• Annual account statements summarising all investment activity, distributions received, and portfolio valuations
• Distribution notices detailing the nature and amount of each distribution
• Year-end investor tax summaries available for download from your dashboard

• Email: complaints{{ strtolower(str_replace(' ', '', $settings->site_name)) }}.com
• Live chat through your OakBridge dashboard
• Written correspondence to our London headquarters