WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
CRD #157766 SEC #801-72370 WESTERVILLE, OH 614-741-7600
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$2B
Employees
9
Clients
--
Accounts
6
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| WHITE OAK REAL ESTATE 2020-1, LP | Real Estate Fund | $691.3M | 5 | COHEN & COMPANY, LTD. |
| WMB MULITFAMILY FUND, L.P. | Real Estate Fund | $641.5M | 3 | DELOITTE & TOUCHE LLP |
| BGO-WHITE OAK MULTIFAMILY FUND, L.P. | Real Estate Fund | $401.2M | 2 | DELOITTE & TOUCHE LLP |
| WHITE OAK REAL ESTATE INVESTMENT 2017-1, LP | Real Estate Fund | $209.6M | 3 | UHY LLP |
| SUNBELT SEEDED MULTIFAMILY JV LLC | Real Estate Fund | $153.6M | 2 | CROWE, LLP |
| WHITE OAK REAL ESTATE INVESTMENT 2019-3, LLC | Real Estate Fund | $30.2M | 3 | UHY LLP |
Fund NameWHITE OAK REAL ESTATE 2020-1, LP
TypeReal Estate Fund
GAV$691.3M
Investors5
AuditorCOHEN & COMPANY, LTD.
Fund NameWMB MULITFAMILY FUND, L.P.
TypeReal Estate Fund
GAV$641.5M
Investors3
AuditorDELOITTE & TOUCHE LLP
Fund NameBGO-WHITE OAK MULTIFAMILY FUND, L.P.
TypeReal Estate Fund
GAV$401.2M
Investors2
AuditorDELOITTE & TOUCHE LLP
TypeReal Estate Fund
GAV$209.6M
Investors3
AuditorUHY LLP
TypeReal Estate Fund
GAV$30.2M
Investors3
AuditorUHY LLP