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Willow Oak Asset Management
AddedFeb 17, 2024
UpdatedJun 18, 2026
Willow Oak Asset Management

Willow Oak Asset Management

Operating

Willow Oak: A private investment platform offering strategic partnerships and comprehensive fund management services.

Location
New York City, NY, US
Founded
2017
Firm
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Fundraising
Employees
Website

Willow Oak Asset Management is a private investment platform that partners with funds at various stages of development. The firm focuses on providing operational and strategic support to its partners, ensuring they meet their growth and scalability objectives. Willow Oak collaborates with both internal and external fund managers, offering a comprehensive suite of Fund Management Services that include operational support, strategic planning, and investor relations.

Notable key partners at Willow Oak include Keith Smith and Yaron Naymark, who have been featured in industry publications such as the Graham & Doddsville Newsletter and on the We Study Billionaires Podcast. The firm's investment philosophy centers around empowering independent managers to focus on investing while Willow Oak handles business operations, compliance, and third-party coordination. This unique value-add service ensures that portfolio companies benefit from robust infrastructure and strategic guidance tailored to their specific needs.

Willow Oak Asset Management - Classification

Also Known As
  • Willow Oak Asset Management, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 2 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions