	Class
White Oak Partners Investment Advisor, LLC Manager · RE funds · 1b 5b Also on RIA / Wealth Management	· candidate	Westerville,	$2.3B	18	3	2022
White Oak Global Advisors, LLC Firm · Private equity · matched White Oak Partners, LLC (relying Adviser) Also on Allocators, Independent Sponsors, Private Credit, RIA / Wealth Management	· probable Middle market	San Francisco,	$5.1B	31	7	2022
WHITE OAK FINANCIAL MANAGEMENT, INC Registered adviser · RIA / Wealth · 801-131079		ASHEVILLE,	$143M		3	2012
T•• W•••• O•• G•••• Firm · Private equity · matched W•••• Oak Investments LLC (relying Adviser) Also on Allocators	· probable Unsized	Atlanta,	$11.4M	5	1	2017
W•••• O•• M••••••••• I••• Company · Sponsors		Spartanburg,			1,266
W•••• O•• G••••• A•••••••• L•• Company · Sponsors		San Francisco,			206
W•••• O•• P•••••••• L•• Company · Sponsors · Property management		New Albany,			78
W•••• O•• G••••• I••• Company · Sponsors		Lancaster,			29
W•••• O•• C•••••• Company · Sponsors		Lakeville,			26
T•• W•••• O•• G•••• Sponsor · Sponsors
W•••• O•• I••••••••• P•••••••• L••• Fund · RIA / Wealth					5	2012
W•••• O•• C•••••• C••• BDC · Private credit						2013
W•••• O•• G••••• A••••••• L•• Manager · Allocators

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