Investment adviser · CRD 157766
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Investment adviser filing (IA)
WESTERVILLE, OH, United States · Form ADV filed Sep 8, 2026
- Regulatory AUM
- $1.83B Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 9 | $1,827,400,000 | 100.0% |
Filing source
Form ADV 2129299 · Sep 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
22 Private fundsThe 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 REAL ESTATE 2020-1, LPReal Estate Fund · Last reported Sep 8, 2026$692MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
Fund details & source
- Fund ID
- 805-4834341327
- Reported beneficial owners
- 5
- Minimum commitment
- $2M
Form ADV 2129299 · Sep 8, 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.
WMB MULITFAMILY FUND, L.P.Real Estate Fund · Last reported Sep 8, 2026$638MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538
Fund details & source
- Fund ID
- 805-2817915975
- Reported beneficial owners
- 3
- Minimum commitment
- $2M
Form ADV 2129299 · Sep 8, 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.
SUNBELT SEEDED MULTIFAMILY JV LLCReal Estate Fund · Last reported Sep 8, 2026$239MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
CROWE, LLP
PCAOB 173
PARK MADISON PARTNERS LLC
CRD 140016 · SEC 8-67270
Fund details & source
- Fund ID
- 805-6520007361
- Reported beneficial owners
- 2
- Minimum commitment
- $2M
Form ADV 2129299 · Sep 8, 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 REAL ESTATE INVESTMENT 2017-1, LPReal Estate Fund · Last reported Sep 8, 2026$170MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
UHY LLP
PCAOB 1195
BA SECURITIES, LLC
CRD 153489 · SEC 8-68545
Fund details & source
- Fund ID
- 805-4431724125
- Reported beneficial owners
- 3
- Minimum commitment
- $2M
Form ADV 2129299 · Sep 8, 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.
WOMRE FOUNDERS JV LLCReal Estate Fund · Last reported Sep 8, 2026$101MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
CROWE, LLP
PCAOB 173
HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538
PARK MADISON PARTNERS LLC
CRD 140016 · SEC 8-67270
Fund details & source
- Fund ID
- 805-7355058346
- Reported beneficial owners
- 2
- Minimum commitment
- $2M
Form ADV 2129299 · Sep 8, 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.
CRP/WOP TBLC VENTURE LLCReal Estate Fund · Last reported Sep 8, 2026$83.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY LP
PCAOB 23
Fund details & source
- Fund ID
- 805-4436581836
- Reported beneficial owners
- 2
- Minimum commitment
- $2M
Form ADV 2129299 · Sep 8, 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.
BGO-WO 930 CF STERLING LLCReal Estate Fund · Last reported Sep 8, 2026$67.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538
Fund details & source
- Fund ID
- 805-1925469437
- Reported beneficial owners
- 2
- Minimum commitment
- $2M
Form ADV 2129299 · Sep 8, 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.
Services & filing details
Most recent filing: Sep 8, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets · Performance-based
Principal office
4960 E. DUBLIN-GRANVILLE ROAD, SUITE 500WESTERVILLE, OH, 43081, United States
CRD 157766
Filing source
Form ADV 2129299 · Sep 8, 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.