Form D · Private Equity Fund

White Oak Summit Term Fund, LP

San Francisco, CA · CIK 0001647956

Offering snapshot reported Jul 15, 2015 · SEC filing

Reported sold
$21.7M
Offering amount: $500M
Investors reported
1
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 30, 2015
As reported in this filing

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
Jul 15, 2015Initial$21,669,227No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-243811

Source: Form D, filed Jul 15, 2015. 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 TERM FUND, LP

Investment adviser: WHITE OAK GLOBAL ADVISORS, LLC

Gross asset value
$0
Beneficial owners
1
ADV minimum commitment
$25K

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 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 805-3241344450

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
Manager Of Issuer White Oak Global Advisors, Llc Executive, Promoter
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