Form D · Private Equity Fund

White Oak Summit Peer Fund, L.P.

San Francisco, CA · CIK 0001648928

Offering snapshot reported Aug 5, 2016 · SEC filing

Reported sold
$50M
Offering amount: $1B
Investors reported
1
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jul 16, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$25M$50MAug 5, 2015: $50,000,000.00Aug 5, 2015Aug 5, 2016: $50,000,000.00Aug 5, 2016

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 5, 2016Amendment$50,000,000$0vs Aug 5, 20151SEC filing
Aug 5, 2015Initial$50,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-245127

Source: Form D, filed Aug 5, 2016. 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 SUMMIT PEER FUND, L.P.

Investment adviser: WHITE OAK GLOBAL ADVISORS, LLC

Gross asset value
$60.4M
Beneficial owners
7
ADV minimum commitment
$5M

Reported in Form ADV on Sep 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI INVESTMENTS GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States
Custodian BMO BANK CHICAGO, Illinois, United States Related to adviser: No
Custodian DIGITAL TRUST LAS VEGAS, Nevada, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE
PCAOB 34

Filing source

Form ADV 2134614 · Sep 24, 2026 · Schedule D 7.B.(1), fund 805-7071296377

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

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
NameReported role
Andre Hakkak Executive
Barbara J.S. Mc Kee Executive
Investment Manager White Oak Global Advisors, Llc Executive
General Partner White Oak Partners 2, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O White Oak Global Advisors, Llc 3 Embarcadero Center, Suite 550
San Francisco, CA, 94111