| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| White Oak Real Estate 2020-1, LP | Real Estate | $691.3M | $2M |
| Wmb Mulitfamily Fund, L.P. | Real Estate | $641.5M | $2M |
| Bgo-White Oak Multifamily Fund, L.P. | Real Estate | $401.2M | $2M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher David Adkinson Control | Chief Compliance Officer | Under 5% | 2018 |
| James Paul Cramer Control | President | Under 5% | 2011 |
| Michael James Menzer Control | Chief Executive Officer | Under 5% | 2011 |
White Oak Partners Investment Advisor, LLC reports $2 billion in regulatory assets under management on its Form ADV.
White Oak Partners Investment Advisor, LLC manages 6 private funds with combined gross assets of $2.1 billion.
White Oak Partners Investment Advisor, LLC reports 9 employees.
White Oak Partners Investment Advisor, LLC is based in Westerville, OH and has been SEC-registered since 2011.
White Oak Partners Investment Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4960 E. Dublin-Granville Road, Suite 500, Westerville, OH 43081 |
| Phone | 614-741-7600 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.96B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.96B |