Superior historical performance
Average 20.4% annual returns since 2012 compared to 11.8% S&P 500 average. Thirty-six consecutive monthly distributions without interruption through multiple market cycles.
Institutional access, individual minimums
Access €5 million institutional real estate, pre-IPO equity, and managed portfolios from €500. Trophy assets without trophy minimums.
Diversification reduces risk
Multi-asset allocation across real estate, private equity, and global equities reduces single-market dependency. When equities decline, real estate provides stability. When interest rates rise, private equity appreciates.
Past performance does not guarantee future results. All investments carry risk including potential loss of principal.
Why OakBridge outperforms.
Numbers don't lie.
Numbers don't lie.
Traditional savings accounts return 0.5-2% annually, eroded by 3-4% inflation. Money market funds offer 4-5%. Even S&P 500 index funds averaging 11.8% over the past decade lag OakBridge's 20.4% average annual returns.
The difference compounds dramatically. €10,000 invested in a savings account at 2% grows to €12,190 over ten years. The same amount in OakBridge at 20.4% becomes €64,300. That's €52,110 in additional wealth creation.
Institutional diversification across Grade-A real estate, pre-IPO private equity, and actively managed global equities delivers superior risk-adjusted returns unavailable through traditional retail investment channels. Professional asset selection guided by former Goldman Sachs senior advisors provides systematic advantage retail investors cannot replicate independently.
The difference compounds dramatically. €10,000 invested in a savings account at 2% grows to €12,190 over ten years. The same amount in OakBridge at 20.4% becomes €64,300. That's €52,110 in additional wealth creation.
Institutional diversification across Grade-A real estate, pre-IPO private equity, and actively managed global equities delivers superior risk-adjusted returns unavailable through traditional retail investment channels. Professional asset selection guided by former Goldman Sachs senior advisors provides systematic advantage retail investors cannot replicate independently.
Comparison of cash flow profiles
² Redemptions are not guaranteed and are subject to an initial lock-up period.
Source: Goldman Sachs Asset Management
Rigorous selection.
Institutional standards.
Institutional standards.
Superior returns require superior deal flow and ruthless selection discipline. OakBridge evaluates 5,550+ opportunities annually through privileged relationships with general partners and deal teams worldwide. Only 2.9% pass our Investment Committee's institutional-grade standards.
This exceptional selectivity, guided by former Goldman Sachs senior advisors, ensures every position on our platform represents verified quality. Deep operational due diligence, proprietary data access, and months of analysis precede each investment decision.
Your €500 receives the same institutional scrutiny applied to €50 million allocations. Premium asset selection without premium minimums. This is the OakBridge advantage.
This exceptional selectivity, guided by former Goldman Sachs senior advisors, ensures every position on our platform represents verified quality. Deep operational due diligence, proprietary data access, and months of analysis precede each investment decision.
Your €500 receives the same institutional scrutiny applied to €50 million allocations. Premium asset selection without premium minimums. This is the OakBridge advantage.
OakBridge's rigorous selection process.
Aiming to identify top-quality investment opportunities from across the market.
Market coverage*
Over 5,550 opportunities reviewed to date, accessed via our privileged
relationships with GPs and deal teams worldwide.
5,550+
Selection
Only 38% have met our Investment Team's stringent track-record
criteria and selected for further review.
2,099
Screening
Approximately 11% advance to our initial due diligence analysis, where
we investigate whether returns are clearly linked to investment
strategy.
611
Due diligence
With our direct access to GPs and their proprietary data, we conduct
deeper due diligence over several weeks or months for Investment
Committee review.
330
Final decision
Only 2.9% of all opportunities have achieved our Investment
Committee's institutional-grade standards and earned a place on our
platform.
162
OakBridge also evaluates each investment opportunity against a defined set of ESG
criteria.
* As of Feb, 2025. Includes funds and co-investments. # of funds
* As of Feb, 2025. Includes funds and co-investments. # of funds
Your money works harder across asset classes.
Traditional portfolios constrain returns through limited diversification. Stocks and bonds move together during market stress. OakBridge allocates across real estate, private equity, and global equities, providing uncorrelated return streams that protect capital and maximize growth potential.
While competitors offer single asset class exposure, our multi-asset structure delivers consistent monthly distributions regardless of market conditions. Real estate provides rental income stability, private equity generates appreciation through operational improvements, and global equities capture market growth. Three revenue streams. One powerful portfolio. Superior risk-adjusted returns through genuine institutional diversification.
While competitors offer single asset class exposure, our multi-asset structure delivers consistent monthly distributions regardless of market conditions. Real estate provides rental income stability, private equity generates appreciation through operational improvements, and global equities capture market growth. Three revenue streams. One powerful portfolio. Superior risk-adjusted returns through genuine institutional diversification.
Investment returns vary by asset class and market conditions. Diversification does not guarantee profit or protect against all losses. All investments carry risk including potential loss of principal. Past performance does not guarantee future results. Refer to offering documents for complete risk disclosures and investment details before investing.
Select Language