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Independent insight for long-term capital and its stewards
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ABOUT OAKLEDGE

Oakledge Advisors is an independent advisory firm serving the stewards of long-term capital. We help investors navigate structural change with clarity, discipline, and purpose—grounding decisions in fiduciary duty, practical strategy, and real-world context.

WHO WE WORK WITH

1

Asset
owners + allocators

  • Strategy + positioning

  • Mandate design

  • Portfolio frameworks

  • Climate/transition strategy

2

Asset managers + general partners

  • Manager + product advisory

  • Product-market fit

  • Value-prop for institutional buyers

  • Relationship strategy

3

Non-profits + ecosystem partners

  • Stakeholder + ecosystem engagement

  • Convenings

  • Research partnerships (e.g., alliances, NGOs, academic)

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