Blue Oak Capital is an independent, privately-held investment firm focused on delivering sophisticated investments to allow our investors to create a legacy, generational wealth, and passive income. Our mission is to share Texas investment opportunities to take advantage of the growth and demand in our home state. Beyond ROI, your investment will help fuel the growth in Texas for the next generation.
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While others chase the next fad investment, we maintain our focus on local investments. These investments must meet our strict criteria of being able to provide not only a return to our investors but the local economy. While some public companies hoard their profits offshore and most are out-of-state, we seek to invest in local companies and assets. We keep it local.
Our established relationships in the local business and banking markets induce preferential deal flow and early access to investment opportunities. Our management team is in constant pursuit of off-market investments and with our investor network, we are able to execute faster than institutional investors or other groups. This gives Blue Oak Capital access to select key sub-markets and income-producing investments that are not found on Wall Street.
Investing in alternative investments and funds is reserved for those with access and relationships with key dealmakers. The JOBS Act of 2012 allows qualified investors, access to these unique opportunities. Our goal is to make these opportunities more accessible to qualified investors. Apply to determine if you qualify to join our private investor group.
Our commitment is to put investors first. We create and preserve the wealth of an exclusive group of investors with tangible investments in the private market of Texas. By sourcing local private investments, our investors can generate wealth, passive income, and tax advantages without the volatility of Wall Street. Discover if Blue Oak Capital is right for your portfolio.
Our team was assembled solely to provide the best investment experience and results to investors. Learn more about each member of our great team.
Qualified investors could gain access to local investment funds which may include fixed-income, equity-participation, or hybrid options. Each investment is strategically structured to meet these objectives for our investors – above-market returns, passive income, capital preservation and pass along the tax benefits.
If you’re interested in receiving information about our upcoming investments, complete the form below.
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*DEFINITION OF ACCREDITED INVESTOR
You qualify as an Accredited Investor if you meet any of the following criteria: a) You earn over $200,000 in annual income, b) You, together with your spouse, earn over $300,000 in joint annual income, c) You have a net worth, exceeding $1,000,000 (excluding the value of your primary residence), individually or together with your spouse.
DISCLAIMER
The material on this website is for the general information of our clients and visitors. This website does not constitute an offer to sell or a solicitation of an offer to buy or sell any security or investment product. It may not be relied upon in connection with any offer or sale of securities. Nothing on this website recommends that you purchase, sell or hold any security or pursue any investment style or strategy. Nothing on this website is intended to be, and you should not consider anything on the website to be investment, accounting, tax, or legal advice. Investments may only be made pursuant to a Private Placement Memorandum of Blue Oak Capital.
