DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 157766
WESTERVILLE, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WHITE OAK REAL ESTATE 2020-1, LP | Real Estate Fund | $689M | Mar 27, 2024 | 5 | Mar 25, 2021 | reported | n/a |
| WMB MULITFAMILY FUND, L.P. | Real Estate Fund | $641M | Mar 27, 2024 | 3 | Mar 30, 2022 | reported | n/a |
| BGO-WHITE OAK MULTIFAMILY FUND, L.P. | Real Estate Fund | $464M | Mar 27, 2024 | 2 | Mar 30, 2022 | reported | n/a |
| WHITE OAK REAL ESTATE INVESTMENT 2017-1, LP | Real Estate Fund | $452M | Mar 27, 2024 | 3 | Mar 28, 2018 | reported | n/a |
| AREG WHITE OAK REAL ESTATE 2019-2, LP | Real Estate Fund | $207M | Mar 30, 2022 | 3 | Mar 27, 2020 | dropped | n/a |
| WHITE OAK REAL ESTATE 2016-1, LLC | Real Estate Fund | $163M | Mar 25, 2021 | 4 | Mar 29, 2017 | dropped | n/a |
| WHITE OAK REAL ESTATE 2014-1, LP | Real Estate Fund | $150M | Mar 28, 2019 | 2 | Aug 8, 2014 | dropped | n/a |
| WHITE OAK REAL ESTATE 2015-1, LP | Real Estate Fund | $114M | Mar 28, 2019 | 5 | Mar 18, 2016 | dropped | n/a |
| WHITE OAK REAL ESTATE 2016-3, LLC | Real Estate Fund | $80.3M | Mar 28, 2019 | 2 | Mar 29, 2017 | dropped | n/a |
| WOP BRAYDEN OWNER, LLC | Real Estate Fund | $55.3M | Mar 28, 2023 | 2 | Mar 27, 2020 | reported | n/a |
| WHITE OAK MARKAZ REAL ESTATE 2, LP | Real Estate Fund | $54.8M | Mar 30, 2022 | 2 | Mar 28, 2018 | dropped | n/a |
| WHITE OAK MARKAZ REAL ESTATE, LP | Real Estate Fund | $54.4M | Mar 27, 2020 | 2 | Mar 28, 2018 | dropped | n/a |
| WHITE OAK MARKAZ A.S. REAL ESTATE 2017, LP | Real Estate Fund | $50.6M | Mar 30, 2022 | 2 | Mar 28, 2018 | dropped | n/a |
| WHITE OAK REAL ESTATE 2016-2, LLC | Real Estate Fund | $50.5M | Mar 27, 2020 | 5 | Mar 29, 2017 | dropped | n/a |
| WHITE OAK REAL ESTATE 2017-2, LP | Real Estate Fund | $41.5M | Mar 28, 2023 | 2 | Mar 28, 2018 | reported | n/a |
| WHITE OAK REAL ESTATE INVESTMENT 2019-3, LLC | Real Estate Fund | $27.9M | Mar 27, 2024 | 3 | Mar 27, 2020 | reported | n/a |
| WHITE OAK REAL ESTATE OPPORTUNITY FUND 2012-1, LP | Real Estate Fund | $343,393 | May 3, 2018 | 5 | Mar 25, 2013 | dropped | 021-188746 |
| WHITE OAK REAL ESTATE OPPORTUNITY FUND 2011-1, LLC | Real Estate Fund | $151,932 | May 3, 2018 | 24 | Mar 28, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADKINSON, CHRISTOPHER, DAVID | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2018 | Mar 28, 2019 | Mar 27, 2024 |
| CRAMER, JAMES, PAUL | President | Na | yes | 04/2011 | Mar 28, 2012 | Mar 27, 2024 |
| MENZER, MICHAEL, JAMES | Member | C | yes | 10/2011 | Mar 28, 2012 | Mar 27, 2024 |
| MENZER, MICHAEL, JAMES | CHIEF EXECUTIVE OFFICER | Na | yes | 04/2011 | Mar 28, 2012 | Mar 27, 2024 |
| WHITE OAK PARTNERS, LLC | MANAGING MEMBER, SOLE MEMBER | E | yes | 01/2013 | Mar 25, 2013 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WHITE OAK REAL ESTATE MANAGER 2017-1, LLC | n/a | n/a | n/a | N | yes | n/a |
| WHITE OAK REAL ESTATE MANAGER 2019-3 LLC | n/a | n/a | n/a | N | yes | n/a |
| WHITE OAK REAL ESTATE MANAGER 2020-1, LLC | n/a | n/a | n/a | N | yes | n/a |
| WHITE OAK REAL ESTATE MANAGER BGO, LLC | n/a | n/a | n/a | N | yes | n/a |
| WOBD, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $1.8B | $1.8B | 8 | 8 | 0 | 8 | n/a |
| 2024 | Mar 25, 2025 | $2.0B | $2.0B | 9 | 9 | 0 | 6 | n/a |
| 2023 | Mar 27, 2024 | $2.2B | $2.2B | 11 | 10 | 0 | 5 | $2.3B |
| 2022 | Mar 28, 2023 | $2.7B | $2.7B | 9 | 9 | 0 | 7 | $2.4B |
| 2021 | Mar 30, 2022 | $2.4B | $2.4B | 9 | 9 | 0 | 10 | $2.1B |
| 2020 | Mar 25, 2021 | $1.5B | $1.5B | 9 | 9 | 0 | 9 | $1.5B |
| 2019 | Mar 27, 2020 | $1.3B | $1.3B | 9 | 9 | 0 | 10 | $1.3B |
| 2018 | Mar 28, 2019 | $1.1B | $1.1B | 6 | 6 | 0 | 10 | $1.0B |
| 2017 | Mar 28, 2018 | $1.0B | $1.0B | 6 | 6 | 0 | 12 | $1.0B |
| 2016 | Mar 29, 2017 | $591M | $591M | 7 | 7 | n/a | 7 | $563M |
| 2015 | Mar 18, 2016 | $363M | $363M | 6 | 6 | n/a | 4 | $347M |
| 2014 | Mar 31, 2015 | $269M | $269M | 7 | 7 | n/a | 3 | $269M |
| 2013 | Mar 28, 2014 | $120M | $120M | 4 | 4 | n/a | 2 | $129M |
| 2012 | Mar 25, 2013 | $63.7M | $63.7M | 5 | 5 | n/a | 2 | $63.7M |
| 2011 | Mar 28, 2012 | $25.8M | $25.8M | n/a | n/a | n/a | 1 | $25.8M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.8B | $2.0B | -6.9% | $2.7B | -11.8% | 8 | 9 | 0 | 0 |