Graph iconLoans for Investment Advisors

 

Lending Solutions

As Registered Investment Advisors (RIA) and Investment Advisor Representatives (IAR), your clients rely on you to help them achieve their dreams. But don’t forget about your own. Doesn’t it make sense to work with a partner who specializes in lending to your industry, one who provides a relationship-based approach and has the capital you need to support your practice today and your successes tomorrow? Partner with Oak Street Funding and we’ll get you there.

FLEXIBILITY TO GROW
Obtain capital based on your biggest asset – future revenue – which gives you the flexibility to grow regardless of where you are in your business life cycle.


CONTROL OF YOUR TIME HORIZON
We customize financial solutions and have flexible loan terms, so you can take charge of how you want to manage your business finances.


ALIGNED WITH YOUR BUSINESS MODEL
Our unique cash-flow analysis, fast turn times, industry knowledge, and innovative technology are aligned to how you run your business.


FREEDOM TO REINVEST
Interest only loans are available to allow you to free up capital and invest in your business today in order to grow tomorrow.


SMART BORROWING FOR YOUR FUTURE
Our loans fit your business needs and are non-SBA so you can keep personal and business assets separated.

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Investment Advisor Loan Products

Your firm can be the best- and remain the best- with strategic moves that will help you win. When you need a business loan, Oak Street Funding offers a variety of financial solutions, customized to meet your business needs.

Acquisition Loan
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Business Acquisition Loan

Leverage an acquisition loan- it’s a great way to expand your business beyond organic means.

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Working Capital Loan

Get a business capital loan to propel your business forward by hiring an employee, upgrading technology, or launching new marketing campaigns.

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Transition Loan

If your dream is to manage your book of business at your own firm, take advantage of Oak Street Funding’s transition loan.

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Succession Loan

We help existing owners make well-deserved financial exits while positioning future owners for long-term success.

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Business Debt Restructure Loan

Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity.

Testimonials