Partner Resources
With nearly a century of combined experience, the Locke Capital team is dedicated to evaluating and managing investment opportunities. We believe that building long-term relationships begins with sharing our knowledge and educating our investors. In this section, we’ve compiled valuable resources for our current and prospective partners.
Frequently Asked Questions
How does Locke source investment opportunities?
Locke takes a strategic, proactive approach to sourcing investments. Instead of pursuing widely marketed opportunities, we leverage our extensive network to uncover hidden gems in the private market. Our team specializes in identifying undervalued assets that are not available through traditional channels, giving our investors access to exclusive, carefully vetted opportunities.
How does Locke minimize investment risk?
Locke minimizes investment risk through a dual approach: leveraging deep market intelligence and driving strategic value creation. We focus on sectors where we have superior insights and expertise, targeting opportunities where we can actively enhance value through operational improvements and industry knowledge. This strategy allows us to make informed investment decisions while proactively managing and mitigating risk.
How do I start investing with Locke?
To invest with Locke, you must qualify as an accredited investor by meeting one of the following criteria:
- Individual or joint net worth exceeding $1 million (excluding primary residence)
- Annual income of $200,000+ for individuals or $300,000+ for couples
Once qualified, simply share your investment preferences with us, and we will connect you with carefully selected opportunities that align with your criteria. We recommend consulting with your financial advisor to ensure these investments fit within your overall financial strategy.*
*Locke is not a financial advisor. Always consult with a licensed professional before making any investment decisions.
Can I Invest With My Self-Directed IRA?
Yes, we welcome investments through Self-Directed IRAs. Please contact us to learn more about the specific requirements and benefits of investing through your Self-Directed IRA.
What Is Your Typical Investment Structure?
Our typical investment structure is a standard Limited Partnership.
Does Investing with Locke have any tax benefits?
Yes, our oil and gas opportunities offer several tax advantages for investors. For more details, please refer to our resources or contact us directly.
Locke takes a strategic, proactive approach to sourcing investments. Instead of pursuing widely marketed opportunities, we leverage our extensive network to uncover hidden gems in the private market. Our team specializes in identifying undervalued assets that are not available through traditional channels, giving our investors access to exclusive, carefully vetted opportunities.
Locke minimizes investment risk through a dual approach: leveraging deep market intelligence and driving strategic value creation. We focus on sectors where we have superior insights and expertise, targeting opportunities where we can actively enhance value through operational improvements and industry knowledge. This strategy allows us to make informed investment decisions while proactively managing and mitigating risk.
To invest with Locke, you must qualify as an accredited investor by meeting one of the following criteria:
- Individual or joint net worth exceeding $1 million (excluding primary residence)
- Annual income of $200,000+ for individuals or $300,000+ for couples
Once qualified, simply share your investment preferences with us, and we will connect you with carefully selected opportunities that align with your criteria. We recommend consulting with your financial advisor to ensure these investments fit within your overall financial strategy.*
*Locke is not a financial advisor. Always consult with a licensed professional before making any investment decisions.
Yes, we welcome investments through Self-Directed IRAs. Please contact us to learn more about the specific requirements and benefits of investing through your Self-Directed IRA.
Our typical investment structure is a standard Limited Partnership.
Yes, our oil and gas opportunities offer several tax advantages for investors. For more details, please refer to our resources or contact us directly.
Please reach out to us if any of your questions are not answered below.
Educational Resources