White Oak Global Advisors LLC

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White Oak Global Advisors LLC
CRD #149659
SEC #801-70433
CIK #1420562
AUM $6.3 BB (100% Disc, 48% US, 2020-03-30)
Employees83 (53% Investors, 23% Brokers)
Phone415-644-4100
Address3 Embarcadero Center
San Francisco, CA 94111-4048
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02009201320172021
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
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Tolleson Private Wealth Management LP
TX 6.6
Signature Financial Management Inc
VA 6.6
Brown Advisory Investment Solutions Group LLC
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Angeles Investment Advisors LLC
CA 5.8
Capricorn Investment Group LLC
CA 5.2
Private Advisors LLC
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Seven Bridges Advisors LLC
NY 5.1
Prairie Capital Management LLC
MO 5.0
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