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| White Oak Global Advisors LLC
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| |
|---|---|
| CRD # | 149659 |
| SEC # | 801-70433 |
| CIK # | 0001420562 |
| AUM | $6.2 BB (2024-03-29) |
| Employees | 77 (64% Investors, 13% Brokers) |
| Phone | 415-644-4100 |
| Address | 3 Embarcadero Center San Francisco, CA 94111-4048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | White Oak Partners Fund I LP - Fund V Series | [2022-03-31] | 33.8 | 13.7 |
| PE | White Oak Short Term ABL Master Fund SCSP | 2022-03-31 | 161.5 | |
| HF | White Oak Specialized ABL Master Fund LP | 2021-03-31 | 249.9 | |
| HF | White Oak Impact Fund SCSP | [2020-11-10] | 189.1 | 181.9 |
| PE | White Oak Fixed Income SME Fund USD 2019-1 LP | 2020-03-30 | 177.2 | |
| PE | White Oak Yield Spectrum Luxembourg Master Fund V SCSP | 2020-03-30 | 357.2 | |
| PE | White Oak Yield Spectrum Master Fund V SCSP | [2020-03-30] | 881.3 | 440.8 |
| PE | Bayvk R PD 2 Loan LLC | 2019-03-30 | 238.3 | |
| HF | White Oak Bespoke Income Ultimate Master Fund LP | 2019-03-30 | 304.9 | |
| HF | White Oak Partners Fund I LP - Series 5 | [2019-03-30] | 33.8 | 1.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 55 | 5.9 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.1 |
| (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 | 64 | 6.2 |
| By Discretionary | ||
| Discretionary | 64 | 6.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 6.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 3.0 | |
| Total | 64 | 6.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Tom Coghlan | 14 | |||
| Darren Gorman | 94 | |||
| Jeremy OSullivan | 9 | |||
| David Redmond | 15 | |||
| Pall Eyjolfsson | 6 | |||
| Barbara McKee | 27 | |||
| Andre Hakkak | 25 | |||
| White Oak Partners LLC | 8 | |||
| David Hackett | 6 | |||
| Ken Masters | 4 | |||
| View All | ||||
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|---|---|---|
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|
IL | 7.0 |
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KS | 6.9 |
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CA | 6.4 |
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GA | 6.4 |
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MO | 6.3 |
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FL | 6.2 |
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CO | 5.9 |
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Chilton Investment Services LLC
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CT | 5.9 |