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| White Oak Partners Investment Advisor LLC
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|
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|---|---|
| CRD # | 157766 |
| SEC # | 801-72370 |
| CIK # | |
| AUM | $2.7 BB (2023-03-28) |
| Employees | 9 (100% Investors, 44% Brokers) |
| Phone | 614-741-7600 |
| Address | 4960 E Dublingranville Road Westerville, OH 43081 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Bgo-White Oak Multifamily Fund LP | 2022-03-30 | 462.6 | |
| RE | WMB Mulitfamily Fund LP | 2022-03-30 | 632.8 | |
| RE | White Oak Real Estate 2020-1 LP | 2021-03-25 | 687.5 | |
| RE | AREG White Oak Real Estate 2019-2 LP | 2020-03-27 | 207.3 | |
| RE | White Oak Real Estate Investment 2019-3 LLC | 2020-03-27 | 27.5 | |
| RE | WOP Brayden Owner LLC | 2020-03-27 | 55.3 | |
| RE | White Oak Markaz as Real Estate 2017 LP | 2018-03-28 | 50.6 | |
| RE | White Oak Markaz Real Estate 2 LP | 2018-03-28 | 54.8 | |
| RE | White Oak Markaz Real Estate LP | 2018-03-28 | 54.4 | |
| RE | White Oak Real Estate 2017-2 LP | 2018-03-28 | 41.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 9 | 2.7 |
| Total | 7 | 2.7 |
| By Discretionary | ||
| Discretionary | 7 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 7 | 2.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Michael Menzer | 12 | ||
| Russell Ginise | 4 | ||
| Entity White Oak Real Estate Manager 2012 LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Avanti Investment Advisors Inc
✚
|
FL | 0.9 |
|
Brockton Capital LLP
✚
|
0.0 | |
|
W3 Properties LLC
✚
|
CA | 0.0 |
|
Global Partners Limited
✚
|
0.0 | |
|
Island Capital Advisor LLC
✚
|
MA | 0.0 |
|
MCA Realty Inc
✚
|
CA | 0.0 |
|
Aermont Capital LLP
✚
|
0.0 | |
|
Dearfield Capital Management LLC
✚
|
CO | 0.0 |
|
AEW Europe LLP
✚
|
0.0 | |
|
Tidal Fund Manager LLC
✚
|
NY | 0.0 |