Investment adviser · CRD 301784

WHITE OAK CAPITAL MANAGEMENT CONSULTANTS LLP

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

PRABHADEVI, MUMBAI, India · Form ADV filed Aug 14, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WHITE OAK INDIA EQUITY FUND VIHedge Fund · Last reported Aug 14, 2026$55.8MGross asset value

Form D fundraising filings

White Oak India Equity Fund V

Fund administrator HDFC BANK LIMITED MUMBAI, India Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor S.R. BATLIBOI & CO. LLP MUMBAI, India
Custodian HDFC BANK LIMITED MUMBAI, India Related to adviser: No
Marketer ADITYA BIRLA FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer ASK WEALTH ADVISORS PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer CENTRICITY FINANCIAL DISTRIBUTION PRIVATE LIMITED DELHI, India Related to adviser: No
Marketer CENTRUM WEALTH LIMITED MUMBAI, India Related to adviser: No
Marketer DBS BANK INDIA LIMITED MUMBAI, India Related to adviser: No
Marketer FINZOOM INVESTMENT ADVISORS PRIVATE LIMITED GURGAON, India Related to adviser: No
Marketer GERMINATE INVESTOR SERVICES LLP BANGALORE, India Related to adviser: No
Marketer HDFC SECURITIES LTD MUMBAI, India Related to adviser: No
Marketer ICICI BANK LIMITED MUMBAI, India Related to adviser: No
Marketer ICICI INVESTMENT MANAGEMENT MUMBAI, India Related to adviser: No
Marketer ICICI SECURITIES LTD MUMBAI, India Related to adviser: No
Marketer IDFC FIRST BANK LIMITED MUMBAI, India Related to adviser: No
Marketer IIFL WEALTH FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer INCRED CAPITAL INCLUSION ADVISORY SERVICES PVT LTD MUMBAI, India Related to adviser: No
Marketer IWATERMARK WEALTH PRIVATE LIMITED CHENNAI, India Related to adviser: No
Marketer JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer KAIVAN SHAH MUMBAI, India Related to adviser: No
Marketer LEADER CARE FINANCE AHMEDABAD, India Related to adviser: No
Marketer MOTILAL OSWAL WEALTH MANAGEMENT LTD MUMBAI, India Related to adviser: No
Marketer PIONEER CLIENT ASSOCIATES PRIVATE LIMITED GURGAON, India Related to adviser: No
Marketer SANCTUM WEALTH MANAGEMENT PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer VALIDUS WEALTH PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer WEALTH MANAGERS UNITED INDIA PRIVATE LIMITED BANGALORE, India Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

HDFC BANK LIMITED
LEI 335800ZQ6I4E2JXENC50

Fund details & source
Fund ID
805-3767244738
Reported beneficial owners
282
Minimum commitment
$63.1K
Form D file number
021-435674

Form ADV 2125754 · Aug 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK INDIA EQUITY FUND VHedge Fund · Last reported Oct 6, 2025$9.46BGross asset value
Fund administrator KOTAK MAHINDRA BANK LIMITED MUMBAI, India Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor S.R. BATLIBOI & CO. LLP MUMBAI, India
Custodian KOTAK MAHINDRA BANK LIMITED MUMBAI, India Related to adviser: No
Marketer ADITYA BIRLA FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer ASK WEALTH ADVISORS PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer CENTRICITY FINANCIAL DISTRIBUTION PRIVATE LIMITED DELHI, India Related to adviser: No
Marketer CENTRUM WEALTH LIMITED MUMBAI, India Related to adviser: No
Marketer DBS BANK INDIA LIMITED MUMBAI, India Related to adviser: No
Marketer FINZOOM INVESTMENT ADVISORS PRIVATE LIMITED GURGAON, India Related to adviser: No
Marketer GERMINATE INVESTOR SERVICES LLP BANGALORE, India Related to adviser: No
Marketer HDFC SECURITIES LTD MUMBAI, India Related to adviser: No
Marketer ICICI BANK LIMITED MUMBAI, India Related to adviser: No
Marketer ICICI INVESTMENT MANAGEMENT MUMBAI, India Related to adviser: No
Marketer ICICI SECURITIES LTD MUMBAI, India Related to adviser: No
Marketer IDFC FIRST BANK LIMITED MUMBAI, India Related to adviser: No
Marketer IIFL WEALTH FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer INCRED CAPITAL INCLUSION ADVISORY SERVICES PVT LTD MUMBAI, India Related to adviser: No
Marketer IWATERMARK WEALTH PRIVATE LIMITED CHENNAI, India Related to adviser: No
Marketer JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer KAIVAN SHAH MUMBAI, India Related to adviser: No
Marketer LEADER CARE FINANCE AHMEDABAD, India Related to adviser: No
Marketer MOTILAL OSWAL WEALTH MANAGEMENT LTD MUMBAI, India Related to adviser: No
Marketer PIONEER CLIENT ASSOCIATES PRIVATE LIMITED GURGAON, India Related to adviser: No
Marketer SANCTUM WEALTH MANAGEMENT PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer VALIDUS WEALTH PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer WEALTH MANAGERS UNITED INDIA PRIVATE LIMITED BANGALORE, India Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KOTAK MAHINDRA BANK LIMITED
LEI 335800E6GTTXKHXE2I75

Fund details & source
Fund ID
805-5236565293
Reported beneficial owners
534
Minimum commitment
$63.1K
Form D file number
021-435674

Form ADV 2017627 · Oct 6, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK INDIA EQUITY FUND IVHedge Fund · Last reported Jul 17, 2023$9.24BGross asset value

Form D fundraising filings

White Oak India Equity Fund IV

Fund administrator KOTAK MAHINDRA BANK LIMITED MUMBAI, India Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor S.R. BATLIBOI & CO. LLP MUMBAI, India
Custodian KOTAK MAHINDRA BANK LIMITED MUMBAI, India Related to adviser: No
Marketer 2 SQUARE ENTERPRISES NAGPUR, India Related to adviser: No
Marketer ADITYA BIRLA FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer APURVA K SHAI MUMBAI, India Related to adviser: No
Marketer ASK WEALTH ADVISORS PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer AVENDUS WEALTH MANAGEMENT PVT LTD MUMBAI, India Related to adviser: No
Marketer CENTRUM WEALTH LIMITED MUMBAI, India Related to adviser: No
Marketer CREDIT SUISSE SECURITIES INDIA PVT LTD MUMBAI, India Related to adviser: No
Marketer EDELWEISS BROKING LIMITED MUMBAI, India Related to adviser: No
Marketer GUNIT SINGH BANGALORE, India Related to adviser: No
Marketer HDFC SECURITIES LTD MUMBAI, India Related to adviser: No
Marketer ICICI SECURITIES LTD MUMBAI, India Related to adviser: No
Marketer IIFL WEALTH FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer IIFL WEALTH MANAGEMENT LTD. MUMBAI, India Related to adviser: No
Marketer INCRED CAPITAL INCLUSION ADVISORY SERVICES PVT LTD MUMBAI, India Related to adviser: No
Marketer JM FINANCIAL SERVICES LIMITED MUMBAI, India Related to adviser: No
Marketer JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer KANIKA KAPUR MUMBAI, India Related to adviser: No
Marketer LC CAPITAL INDIA PVT LTD HYDERABAD, India Related to adviser: No
Marketer MOTILAL OSWAL WEALTH MANAGEMENT LTD MUMBAI, India Related to adviser: No
Marketer OMNIWEALTH LLP BANGALORE, India Related to adviser: No
Marketer PERUMALLA PARIMALA HYDERABAD, India Related to adviser: No
Marketer PIONEER CLIENT ASSOCIATES PRIVATE LIMITED GURGAON, India Related to adviser: No
Marketer PRITI AJIT KUCHERIA MUMBAI, India Related to adviser: No
Marketer SANCTUM WEALTH MANAGEMENT PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer SDAS INNOVATION PVT LTD HYDERABAD, India Related to adviser: No
Marketer TRUST CAPITAL KOLKATA, India Related to adviser: No
Marketer UNDER VINAY KHAITAN BILASPUR, India Related to adviser: No
Marketer VALIDUS WEALTH PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer WEALTHYIN CUSTOMER SERVICES PVT. LTD BANGALORE, India Related to adviser: No
Marketer YES BANK LIMITED MUMBAI, India Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KOTAK MAHINDRA BANK LIMITED
LEI 335800E6GTTXKHXE2I75

Fund details & source
Fund ID
805-9915046958
Reported beneficial owners
602
Minimum commitment
$68K
Form D file number
021-397751

Form ADV 1764577 · Jul 17, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK INDIA EQUITY FUND IIHedge Fund · Last reported Oct 6, 2025$8.93BGross asset value

Form D fundraising filings

White Oak India Equity Fund II

Fund administrator KOTAK MAHINDRA BANK LIMITED MUMBAI, India Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor S.R. BATLIBOI & CO. LLP MUMBAI, India
Custodian KOTAK MAHINDRA BANK LIMITED MUMBAI, India Related to adviser: No
Marketer IIFL WEALTH FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer IIFL WEALTH MANAGEMENT LTD. MUMBAI, India Related to adviser: No
Marketer INCRED CAPITAL INCLUSION ADVISORY SERVICES PVT LTD MUMBAI, India Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KOTAK MAHINDRA BANK LIMITED
LEI 335800E6GTTXKHXE2I75

Fund details & source
Fund ID
805-6881283015
Reported beneficial owners
240
Minimum commitment
$133K
Form D file number
021-337730

Form ADV 2017627 · Oct 6, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK INDIA SELECT EQUITY FUNDHedge Fund · Last reported Oct 6, 2025$7.56BGross asset value
Fund administrator KOTAK MAHINDRA BANK MUMBAI, India Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor S.R. BATLIBOI & CO. LLP MUMBAI, India
Custodian KOTAK MAHINDRA BANK MUMBAI, India Related to adviser: No
Marketer ADITYA BIRLA FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer ASK WEALTH ADVISORS PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer CENTRICITY FINANCIAL DISTRIBUTION PRIVATE LIMITED DELHI, India Related to adviser: No
Marketer CENTRUM WEALTH LIMITED MUMBAI, India Related to adviser: No
Marketer DBS BANK INDIA LIMITED MUMBAI, India Related to adviser: No
Marketer FINZOOM INVESTMENT ADVISORS PRIVATE LIMITED GURGAON, India Related to adviser: No
Marketer GERMINATE INVESTOR SERVICES LLP BANGALORE, India Related to adviser: No
Marketer HDFC SECURITIES LTD MUMBAI, India Related to adviser: No
Marketer ICICI BANK LIMITED MUMBAI, India Related to adviser: No
Marketer ICICI INVESTMENT MANAGEMENT MUMBAI, India Related to adviser: No
Marketer ICICI SECURITIES LTD MUMBAI, India Related to adviser: No
Marketer IDFC FIRST BANK LIMITED MUMBAI, India Related to adviser: No
Marketer IIFL WEALTH FINANCE LIMITED MUMBAI, India Related to adviser: No
Marketer INCRED CAPITAL INCLUSION ADVISORY SERVICES PVT LTD MUMBAI, India Related to adviser: No
Marketer IWATERMARK WEALTH PRIVATE LIMITED CHENNAI, India Related to adviser: No
Marketer JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer KAIVAN SHAH MUMBAI, India Related to adviser: No
Marketer LEADER CARE FINANCE AHMEDABAD, India Related to adviser: No
Marketer MOTILAL OSWAL WEALTH MANAGEMENT LTD MUMBAI, India Related to adviser: No
Marketer PIONEER CLIENT ASSOCIATES PRIVATE LIMITED GURGAON, India Related to adviser: No
Marketer SANCTUM WEALTH MANAGEMENT PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer VALIDUS WEALTH PRIVATE LIMITED MUMBAI, India Related to adviser: No
Marketer WEALTH MANAGERS UNITED INDIA PRIVATE LIMITED BANGALORE, India Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-5463394625
Reported beneficial owners
301
Minimum commitment
$117K

Form ADV 2017627 · Oct 6, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK INDIA EQUITY FUNDHedge Fund · Last reported Jun 29, 2021$263MGross asset value

Form D fundraising filings

White Oak India Equity Fund

Fund administrator KOTAK MAHINDRA BANK LIMITED MUMBAI, India Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor S.R. BATLIBOI & CO. LLP MUMBAI, India
Custodian KOTAK MAHINDRA BANK LIMITED MUMBAI, India Related to adviser: No
Marketer IIFL WEALTH MANAGEMENT LTD. MUMBAI, India Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KOTAK MAHINDRA BANK LIMITED
LEI 335800E6GTTXKHXE2I75

Fund details & source
Fund ID
805-5666520467
Reported beneficial owners
610
Minimum commitment
$133K
Form D file number
021-350495

Form ADV 1547681 · Jun 29, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 14, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

UNIT NO. B, 1ST FLOOR, CNERGY, APPASAHEB MARATHE MARG
PRABHADEVI, MUMBAI, 400025, India

CRD 301784

Filing source

Form ADV 2125754 · Aug 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.