Investor · Company
White Oak Partners Investment Advisor, LLC
White Oak Partners Investment Advisor, LLC is an investment manager in the United States with $1.83 bn of regulatory assets under management across all asset classes. It manages 4 real estate funds with $2.25 bn of gross assets between them.
Funds managed
4 funds managed by White Oak Partners Investment Advisor, LLC, with $2.25 bn of gross assets between them.
| Fund | Strategy | Domicile | Assets | Offering |
|---|---|---|---|---|
| White Oak Real Estate 2020-1, LP | Real estate | United States | $0.69 bn | — |
| WMB Mulitfamily Fund, L.P. | Real estate | United States | $0.64 bn | — |
| BGO-White Oak Multifamily Fund, L.P. | Real estate | United States | $0.46 bn | — |
| White Oak Real Estate Investment 2017-1, LP | Real estate | United States | $0.45 bn | — |
Facts
| Fact | Value | Source |
|---|---|---|
| Name in the source | WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC | SEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026 |
| Location | Ohio | SEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026 |
| Assets under management | $1.83 bn | SEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026 |
| Real-asset private funds | 1 funds (under usd 100m, $0.03 bn gross assets) | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Real-asset private funds | 4 funds (usd 100m or more, $2.25 bn gross assets) | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
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- U.S. Securities and Exchange Commission. SEC adviser reports (Form ADV), Public domain.