Oakcrest Private Office
Family officeLondon · 2 people tracked
Also known as Oakcrest Management Limited · Oakcrest Private Office Limited
Investment thesis
Oakcrest Private Office operates as a multi-family office offering bespoke financial planning and investment advice. It serves high net worth individuals, families, trusts and charities, focusing on wealth protection and growth. The firm emphasizes personal, unconflicted advice, does not offer its own products, and does not follow a particular investment style. Services span mortgages, investments and pensions, with ongoing client relationships maintained through regular meetings to keep financial plans aligned with client goals.
Source: firm website, verified Aug 3, 2026.
Team · 2 people
from the firm's websiteInvestments · 1 tracked
founders shown can be your intro pathPartnerDavid Stead· solo GP
Co-investorsAccess Venture PartnersAdit Ventures Management, LlcAgilitas Private EquityAlba Infra PartnersALIVE Israel HealthTech FundAlkemi Growth Capital+73 more
Principals & officers · per Companies House
what is this? ⓘDirector · British · since 2023
David Robert Stead — 75–100% of shares, 75–100% of voting rights, right to appoint and remove directors
Frequently asked questions
- What sectors does Oakcrest Private Office focus on?
- Oakcrest Private Office focuses on Sector Agnostic.
- Where is Oakcrest Private Office located?
- Oakcrest Private Office is headquartered in London, GB.
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