White Oak Partners Investment Advisor LLC

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Assets, Funds, Holdings

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White Oak Partners Investment Advisor LLC
CRD #157766
SEC #801-72370
CIK #
AUM $2.0 B (2025-03-25)
Employees 9 (100% Investors, 56% Brokers)
Phone614-741-7600
Address4960 E Dublingranville Road
Westerville, OH 43081
Source [IAPD] [Website]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE Sunbelt Seeded Multifamily JV LLC 2025-03-25 153.6
RE Bgo-White Oak Multifamily Fund LP 2022-03-30 401.2
RE WMB Mulitfamily Fund LP 2022-03-30 641.5
RE White Oak Real Estate 2020-1 LP 2021-03-25 691.3
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 30.2
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
RE White Oak Real Estate Investment 2017-1 LP 2018-03-28 209.6
RE White Oak Real Estate 2016-1 LLC 2017-03-29 163.3
RE White Oak Real Estate 2016-2 LLC 2017-03-29 50.5
RE White Oak Real Estate 2016-3 LLC 2017-03-29 80.3
RE White Oak Real Estate 2015-1 LP 2016-03-18 113.9
RE White Oak Real Estate 2014-1 LP 2014-08-08 149.9
RE White Oak Real Estate Opportunity Fund 2012-1 LP [2013-03-25] 12.0 0.3
RE White Oak Real Estate Opportunity Fund 2011-1 LLC 2012-03-28 0.2
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 9 2.0
Total 6 2.0
By Discretionary
Discretionary 6 2.0
Non-Discretionary 0 0.0
Total 6 2.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.0
Total 6 2.0
Form D Directors # Filings # Firms 2011 - 2025
Michael Menzer 12
Russell Ginise 4
Entity White Oak Real Estate Manager 2012 LLC 1
Comparable Firms State AUM ($B)
The Molpus Woodlands Group LLC
MS 1.6
Ailsa Capital LLC
FL 0.0
Storied Capital Management LLC
TX 0.0
Apexone Realty Advisors LLC
TX 0.0
TCP QOF GP LLC
NY 0.0
Radix Capital LLC
NY 0.0
IPG Investment Management LLC
NY 0.0
Realblocks Investment Advisors Inc
NY 0.0
Nlhmc III LLC
MO 0.0
Flank Fund Manager LLC
FL 0.0
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