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| White Oak Global Advisors LLC
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|---|---|
| CRD # | 149659 |
| SEC # | 801-70433 |
| CIK # | 0001420562 |
| AUM | 5,105.9 M (2026-03-31) |
| Employees | 58 (55% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-644-4100 |
| Address | 3 Embarcadero Center San Francisco, CA 94111-4048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 24 Jul 2026 | White Oak Global Advisors to Launch New Senior-Secured Private Credit Strategy — ABF Journal |
| Tue, 23 Jun 2026 | White Oak Global Advisors Expands Commitment to UK SME Financing with New Senior-Secured Private Credit Strategy — Business Wire |
| Tue, 23 Jun 2026 | White Oak Global Advisors Expands UK SME Financing With New Senior-Secured Private Credit Strategy — Pulse 2.0 |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | White Oak Partners Fund I LP - Fund V Series | [2022-03-31] | 33.8 M | 13.5 M |
| Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | White Oak Short Term ABL Master Fund SCSP | 2022-03-31 | 96.7 M | |
| HF | White Oak Specialized ABL Master Fund LP | 2021-03-31 | ||
| HF | White Oak Impact Fund SCSP | [2020-11-10] | 189.1 M | 156.4 M |
| Filed 2025-06-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | White Oak Fixed Income SME Fund USD 2019-1 LP | 2020-03-30 | 48.2 M | |
| PE | White Oak Yield Spectrum Luxembourg Master Fund V SCSP | 2020-03-30 | 347.5 M | |
| PE | White Oak Yield Spectrum Master Fund V SCSP | [2020-03-30] | 881.3 M | 426.7 M |
| Offered $2,000,000,000 · Filed 2021-08-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $1,118,700,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Bayvk R PD 2 Loan LLC | 2019-03-30 | 133.0 M | |
| HF | White Oak Bespoke Income Ultimate Master Fund LP | 2019-03-30 | 277.2 M | |
| HF | White Oak Partners Fund I LP - Series 5 | [2019-03-30] | 33.8 M | 1.1 M |
| Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | White Oak Partners Fund I LP - Series 5B | [2019-03-30] | 33.8 M | 10.1 M |
| Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | White Oak Yield Spectrum Luxembourg Master Fund SCSP | 2019-03-30 | 535.4 M | |
| HF | White Oak Yield Spectrum Parallel Fund LP | 2019-03-30 | 254.0 M | |
| PE | White Oak Yield Spectrum Peer Fund LP | [2019-03-30] | 67.1 M | 276.2 M |
| Filed 2018-06-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | White Oak Deseret Mutual Fund LP | 2018-03-30 | 25.1 M | |
| HF | White Oak Wctpt Evergreen Fund LP | 2018-03-30 | 153.1 M | |
| PE | White Oak Yield Spectrum ICAV | 2018-03-30 | 839.3 M | |
| PE | White Oak Yield Spectrum Revolver Fund SCSP | 2018-03-30 | ||
| PE | White Oak Yield Spectrum Term Fund SCSP | 2018-03-30 | ||
| PE | White Oak Yield Spectrum Feeder ICAV | 2017-09-29 | 6.1 M | |
| PE | White Oak Yield Spectrum Fund LP | 2017-09-29 | 7.0 M | |
| PE | White Oak Summit Fund Blocker LLC | 2017-03-30 | 40.2 M | |
| PE | Waystone Qiaif Platform ICAV -- White Oak Summit Fund EU | 2016-03-29 | 70.0 M | |
| HF | White Oak NDT Fund LP | 2016-03-29 | 101.8 M | |
| HF | White Oak Partners Fund I LP - Series 4 | [2016-03-29] | 33.8 M | 3.1 M |
| Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | White Oak Summit Fund Blocker Inc | [2016-03-29] | 45.0 M | 19.5 M |
| Offered $200,000,000 · Filed 2016-03-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $155,000,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | White Oak Summit ICAV | [2016-03-29] | 41.1 M | 490.3 M |
| Offered $500,000,000 · Filed 2015-07-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $321,095 · Remaining $458,926,621 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | White Oak Summit ILP | 2016-03-29 | 207.5 M | |
| PE | White Oak Summit Parallel Fund II LP | [2016-03-29] | 30.0 M | 17.2 M |
| Offered $30,000,000 · Filed 2015-01-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | White Oak Summit Peer Fund LP | [2016-03-29] | 50.0 M | 60.4 M |
| Offered $1,000,000,000 · Filed 2016-08-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $950,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | White Oak Summit Revolver Fund EU LLC | 2016-03-29 | ||
| PE | White Oak Summit Revolver Fund LP | [2016-03-29] | 19.4 M | |
| Offered $500,000,000 · Filed 2015-07-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining $480,595,848 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | White Oak Summit Term Fund EU LLC | 2016-03-29 | ||
| PE | White Oak Summit Term Fund LP | [2016-03-29] | 21.7 M | |
| Offered $500,000,000 · Filed 2015-07-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining $478,330,773 · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | White Oak Fixed Income Fund C LP | [2015-03-27] | 437.0 M | 283.8 M |
| Filed 2025-10-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | White Oak Summit Fund LP | [2015-03-27] | 737.4 M | 580.0 M |
| Filed 2016-12-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Commission $2,000,000 · Net Assets Decline to Disclose | ||||
| PE | White Oak Summit Parallel Fund I LP | [2015-03-27] | 75.0 M | 77.6 M |
| Offered $75,000,000 · Filed 2014-12-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| HF | White Oak Partners Fund I LP - Series 1 | [2014-03-31] | 33.8 M | |
| Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | White Oak Partners Fund I LP - Series 2 | [2014-03-31] | 33.8 M | 1.3 M |
| Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | White Oak Partners Fund I LP - Series 3 | [2014-03-31] | 33.8 M | |
| Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | White Oak Partners Fund I LP Solar | [2014-03-31] | 33.8 M | |
| Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | White Oak Pinnacle Fund LP | [2013-03-22] | 2,362.6 M | 198.8 M |
| Filed 2014-09-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | White Oak Investment Partners LP | [2012-01-31] | ||
| HF | White Oak Opportunity Master Fund LP | [2012-01-31] | 2.9 M | |
| Filed 2014-09-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | White Oak Patriot Fund LP | [2012-01-31] | 30.3 M | |
| Filed 2011-03-10 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | White Oak Strategic Master Fund II LP | [2012-01-31] | 3.0 M | 3.1 M |
| Filed 2011-04-22 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | White Oak Strategic SRV LP | 2012-01-31 | 0.0 M | |
| PE | White Oak Strategic SRV Ltd | 2012-01-31 | 0.1 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 4.8 |
| (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 | 63 | 5.1 |
| By Discretionary | ||
| Discretionary | 63 | 5.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 2.3 | |
| Total | 63 | 5.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Darren Gorman | Director | 121 | 8 | |
| Tom Coghlan | Director | 16 | 7 | |
| Jeremy O'sullivan | Director | 10 | 5 | |
| David Redmond | Director | 15 | 4 | |
| Barbara McKee | Executive Officer | 27 | 2 | |
| Andre Hakkak | Executive Officer | 25 | 2 | |
| White Oak Partners LLC | Executive Officer, Promoter | 8 | 2 | |
| Pall Eyjolfsson | Director | 7 | 2 | |
| David Hackett | Executive Officer | 6 | 2 | |
| Ken Masters | Executive Officer | 4 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001420562] | |
| 4 | [0001420562] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 5493007LZ2BVMVZVNX47 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| LHX Intermediate LLC | |
| White Oak Global Advisors LLC | |
| ESGEN Acquisition Corp |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
ESGEN Acquisition Corp ZEO
Class A Common Stock
|
2025-10-30 | Conversion | 1,851,851 | ||
|
ESGEN Acquisition Corp ZEO
Promissory Note · derivative
|
2025-10-30 | Conversion | |||
|
ESGEN Acquisition Corp ZEO
Promissory Note · derivative
|
2024-12-24 | Other |
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