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| White Oak Partners Investment Advisor LLC
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| CRD # | 157766 |
| SEC # | 801-72370 |
| CIK # | |
| AUM | 1,827.4 M (2026-03-19) |
| Employees | 8 (100% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-741-7600 |
| Address | 4960 E Dublingranville Road Westerville, OH 43081 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Bgo-Wo 930 CF Sterling LLC | 2026-03-19 | 67.1 M | |
| RE | CRP/Wop TBLC Venture LLC | 2026-03-19 | 83.3 M | |
| RE | Womre Founders JV LLC | 2026-03-19 | 101.2 M | |
| RE | Sunbelt Seeded Multifamily JV LLC | 2025-03-25 | 238.8 M | |
| RE | Bgo-White Oak Multifamily Fund LP | 2022-03-30 | 401.2 M | |
| RE | WMB Mulitfamily Fund LP | 2022-03-30 | 638.2 M | |
| RE | White Oak Real Estate 2020-1 LP | 2021-03-25 | 691.6 M | |
| RE | AREG White Oak Real Estate 2019-2 LP | 2020-03-27 | 207.3 M | |
| RE | White Oak Real Estate Investment 2019-3 LLC | 2020-03-27 | 28.6 M | |
| RE | WOP Brayden Owner LLC | 2020-03-27 | 55.3 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 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 | 9 | 1.8 |
| Total | 8 | 1.8 |
| By Discretionary | ||
| Discretionary | 8 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 8 | 1.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Menzer | Executive Officer | 12 | 2 | |
| Russell Ginise | Executive Officer | 4 | 2 | |
| Entity White Oak Real Estate Manager 2012 LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Fund Types | Real Estate |
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