The White Oak Group Inc

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Assets, Funds, Holdings

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The White Oak Group Inc
CRD #163654
SEC #802-76223
CIK #
AUM
Employees
Phone404-875-9994
Address5665 New Northside Drive
Atlanta, GA 30328
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
PE Aerodyn Holdings LLC 2017-03-31 1.2
PE Bay West Holdings LLC [2015-04-01] 28.3 10.2
PE DPII Holdings LLC 2015-04-01 0.0
PE White Oak Guggenheim Aerospace & Defense Fund LP [2012-03-30] 51.9
PE White Oak SBIC Fund LP 2012-03-30 47.9
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Christopher Melton Sr 1
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