TOC-23 is a family office and investment partnership that has five focus service areas – wealth & estate planning, administrative & financial support, concierge & special projects, capital allocation, and direct investments. Founded in 2025 with the financial and moral support of several clients that were dissatisfied with the consolidation and degradation of service quality in the wealth management and private equity industries, we are a Collective of partners and investors with a diverse set of experiences that are dedicated to creative problem solving and capital allocation for some of the wealthiest families in the world.
DISCLOSURE:
Information presented is for informational purposes only. The Oglethorpe Collective, LLC (“TOC-23”) delivers advisory services through Inflection Capital Management, LLC (“Inflection”), a registered investment adviser doing business as TOC-23. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Inflection is not required to update information presented, unless otherwise required by applicable law. For more information about Inflection and TOC-23, including our Form ADV Part 2A Brochures, https://adviserinfo.sec.gov or contact us at (415) 805-8682.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 18a Shipyard Dr, Hingham,massachusetts 02043,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.toc-23.com
- Keywords
- Estate Planning, Asset Allocation, Direct Investments, Finance & Accounting, Concierge, Special Projects.
- HQ
- Hingham, Massachusetts
Toc-23 Questions
Toc-23's website is http://www.toc-23.com
Toc-23's LinkedIn profile is https://www.linkedin.com/company/toc-23
Toc-23 has
6 employees.
View email and phone details for 6
employees at Toc-23.
Toc-23's industry is
Financial Services
Toc-23's top competitors are
Unh M&a Club,
Bramalea Partners,
Eton Solutions Lp,
Donato Inc.,
Tortoise Capital,
Inflection Capital Management,
Bootstrap Business,
Lake Street Advisors,
Scs Financial,
Simpson Estates, Inc..
Toc-23's categories are Financial Services
Toc-23's founding year is 2025
