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RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)dropped

WHITE OAK SUMMIT FUND, L.P.

advised by WHITE OAK GLOBAL ADVISORS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:fa94ebdd-783f-d625-17a5-ae23730a7172

Data as of Sep 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 27, 2015 to Sep 29, 2017
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

White Oak Summit Fund, L.P.

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: WHITE OAK GLOBAL ADVISORS, LLCCRD 149659
Fund type: Private Equity Fund
Latest reported GAV: $580Mgross asset value on Schedule D 7.B(1), as of 2017-09-29; never fund size
Peak reported GAV: $580M
Beneficial owners: 40
Minimum investment: $5.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-230260an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 27, 2015
Last reported: Sep 29, 2017fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 19
Fund id: 805-4473891900

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 29, 2017	$580M	40	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Mar 30, 2017	$580M	40	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Dec 12, 2016	$286M	15	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Sep 1, 2016	$286M	15	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Aug 12, 2016	$286M	15	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Jul 5, 2016	$286M	15	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
May 16, 2016	$286M	15	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Mar 29, 2016	$286M	15	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Jan 19, 2016	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Oct 22, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Sep 25, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Aug 26, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Aug 18, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
May 14, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
May 4, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
May 1, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
May 1, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Mar 30, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.
Mar 27, 2015	$72.1M	6	$5.0M	0.0%	yes	WHITE OAK SUMMIT FUND, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
THE KINGDOM TRUST COMPANY	THE KINGDOM TRUST COMPANY	Murray	Kentucky	United States	no	n/a

Relationships

Advises (1)

← WHITE OAK GLOBAL ADVISORS, LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Mar 27, 2015 to Sep 29, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa94ebdd-783f-d625-17a5-ae23730a7172
First observed: Mar 27, 2015
Last observed: Sep 29, 2017 109 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WHITE OAK SUMMIT FUND, L.P.

advised by WHITE OAK GLOBAL ADVISORS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa94ebdd-783f-d625-17a5-ae23730a7172

Data as of Sep 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:05 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Sep 29, 2017

$580M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Mar 30, 2017

$580M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Dec 12, 2016

$286M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Sep 1, 2016

$286M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Aug 12, 2016

$286M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Jul 5, 2016

$286M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

May 16, 2016

$286M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Mar 29, 2016

$286M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Jan 19, 2016

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Oct 22, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Sep 25, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Aug 26, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Aug 18, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

May 14, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

May 4, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

May 1, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

May 1, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Mar 30, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Mar 27, 2015

$72.1M

$5.0M

0.0%

yes

WHITE OAK SUMMIT FUND, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

THE KINGDOM TRUST COMPANY

Murray

Kentucky

United States

n/a