|
⚲
|
| Portfolios |
|---|
| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| White Oak Global Advisors LLC
✚
|
|
|---|---|
| CRD # | 149659 |
| SEC # | 801-70433 |
| CIK # | 1420562 |
| AUM | $6.3 BB (100% Disc, 48% US, 2020-03-30) |
| Employees | 83 (53% Investors, 23% Brokers) |
| Phone | 415-644-4100 |
| Address | 3 Embarcadero Center San Francisco, CA 94111-4048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | White Oak Yield Spectrum Master Fund V SCSP | [2019-07-02] | 0.0 | 221.6 |
| PE | White Oak Yield Spectrum Peer Fund LP | [2018-06-19] | 67.1 | 286.6 |
| PE | White Oak Summit Fund Blocker Inc | [2016-03-16] | 45.0 | 45.5 |
| PE | White Oak Summit Peer Fund LP | [2015-08-05] | 50.0 | 176.0 |
| PE | White Oak Summit ICAV | [2015-07-16] | 41.1 | 974.0 |
| PE | White Oak Summit Revolver Fund LP | [2015-07-15] | 19.4 | 0.0 |
| PE | White Oak Summit Term Fund LP | [2015-07-15] | 21.7 | 0.0 |
| PE | White Oak Summit Parallel Fund II LP | [2015-01-27] | 30.0 | 27.5 |
| PE | White Oak Summit Fund LP | [2014-12-16] | 737.4 | 580.0 |
| PE | White Oak Summit Parallel Fund I LP | [2014-12-04] | 75.0 | 77.6 |
| View All | ||||
| Fund Directors | # Filings | # Firms | 2011 - 2020 |
|---|---|---|---|
| Jeremy OSullivan | 2 | 2 | |
| Tom Coghlan | 2 | 2 | |
| Andre Hakkak | 15 | 1 | |
| Barbara McKee | 15 | 1 | |
| White Oak Partners LLC | 6 | 1 | |
| General Partner White Oak Partners 2 LLC | 6 | 1 | |
| Ken Masters | 2 | 1 | |
| Manager of Issuer and Sole Member of General Partner White Oak Global Advisors LLC | 2 | 1 | |
| Ali Amiry | 2 | 1 | |
| David Hackett | 2 | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Williams Jones & Associates LLC
✚
|
NY | 7.0 |
|
Summit Trail Advisors LLC
✚
|
NY | 6.8 |
|
Tolleson Private Wealth Management LP
✚
|
TX | 6.6 |
|
Signature Financial Management Inc
✚
|
VA | 6.6 |
|
Brown Advisory Investment Solutions Group LLC
✚
|
MD | 5.8 |
|
Angeles Investment Advisors LLC
✚
|
CA | 5.8 |
|
Capricorn Investment Group LLC
✚
|
CA | 5.2 |
|
Private Advisors LLC
✚
|
VA | 5.2 |
|
Seven Bridges Advisors LLC
✚
|
NY | 5.1 |
|
Prairie Capital Management LLC
✚
|
MO | 5.0 |