Form D · Hedge Fund

White Oak India Equity Fund IV

Mumbai, K7 · CIK 0001857751

Offering snapshot reported Oct 8, 2021 · SEC filing

Reported sold: $6.61M
Investors reported: 27
Minimum accepted: $68K
First sale: Apr 7, 2021

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$67,415 → $6,612,238
Reported investors1 → 27
Minimum accepted$67,415 → $68,027

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 8, 2021	Amendment	$6,612,238	$6,544,823vs Apr 30, 2021	27	SEC filing
Apr 30, 2021	Initial	$67,415	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-397751

Source: Form D, filed Oct 8, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WHITE OAK INDIA EQUITY FUND IV

Investment adviser: WHITE OAK CAPITAL MANAGEMENT CONSULTANTS LLP

Gross asset value: $9.24B
Beneficial owners: 602
ADV minimum commitment: $68K

Reported in Form ADV on Jul 17, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 1764577 · Jul 17, 2023 · Schedule D 7.B.(1), fund 805-9915046958

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
White Oak India Equity Fund	Oct 7, 2019	$3,326,764	16
White Oak India Equity Fund II	Aug 19, 2019	$1,245,986	8
White Oak India Equity Fund IV (this fund)	Oct 8, 2021	$6,612,238	27
White Oak India Equity Fund V	Aug 2, 2022	$5,228,759	32
White Oak India Equity Fund VI	Mar 27, 2023	$19,175,684	16

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Americorps Trustees (India) Pvt. Ltd.	Executive
Prashant Khemka	Promoter
N/A White Oak Capital Management Consultants Llp	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Cnergy, 6 B2/B3 Appasaheb Marathe Marg. Prabhadevi
Mumbai, K7, 400025