| Fund ID | 805-6520007361 |
| Fund type | Real Estate Fund |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | No |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 0% |
| Owned by the adviser or related persons | 5% |
| Owned by funds of funds | 0% |
| Owned by non-U.S. persons | 0% |
| Fund | Type | Gross assets |
|---|---|---|
| White Oak Real Estate 2020-1, LP | Real Estate | $691.3M |
| Wmb Mulitfamily Fund, L.P. | Real Estate | $641.5M |
| Bgo-White Oak Multifamily Fund, L.P. | Real Estate | $401.2M |
Sunbelt Seeded Multifamily JV LLC reports $153.6 million in gross assets, among the top 35% of private funds by size.
The stated minimum investment is $2 million.
Sunbelt Seeded Multifamily JV LLC is managed by White Oak Partners Investment Advisor, LLC.
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.