Allocator Index · CRD 157766

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Westerville, OH · 614-741-7600

SEC IAPD record ↗

Fit score

70

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • employees 3-60+8

HNW clients

0

Other individuals

0

HNW assets

—

Total AUM

$1.83B

Employees

8

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
WHITE OAK REAL ESTATE 2020-1, LPReal Estate Fund$691.6M
WMB MULITFAMILY FUND, L.P.Real Estate Fund$638.2M
SUNBELT SEEDED MULTIFAMILY JV LLCReal Estate Fund$238.8M
WHITE OAK REAL ESTATE INVESTMENT 2017-1, LPReal Estate Fund$169.7M
WOMRE FOUNDERS JV LLCReal Estate Fund$101.2M
CRP/WOP TBLC VENTURE LLCReal Estate Fund$83.3M
BGO-WO 930 CF STERLING LLCReal Estate Fund$67.1M
WHITE OAK REAL ESTATE INVESTMENT 2019-3, LLCReal Estate Fund$28.6M