WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Real estate private fund disclosures for an investment manager based in WESTERVILLE, OH. Latest included filing submitted 2026-03-19.
What the filing shows
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC reports 8 U.S.-organized real estate funds and 8 real estate funds across all reported jurisdictions. None are marked as fund-of-funds.
Positive minimum commitments reported across these funds range from $2.0 million. That figure is what a fund reports routinely requiring from outside fund investors. It is not the manager's property investment check size.
Reported real estate funds
Sorted by gross asset value. Gross assets are reported by the manager and can overlap across master, feeder, parallel, and related fund structures.
| Fund | Organized | Gross assets | Investor minimum | Owners | Annual audit |
|---|---|---|---|---|---|
| WHITE OAK REAL ESTATE 2020-1, LP805-4834341327 | Delaware | $692 million | $2.0 million | 5 | Yes |
| WMB MULITFAMILY FUND, L.P.805-2817915975 | Delaware | $638 million | $2.0 million | 3 | Yes |
| SUNBELT SEEDED MULTIFAMILY JV LLC805-6520007361 | Delaware | $239 million | $2.0 million | 2 | Yes |
| WHITE OAK REAL ESTATE INVESTMENT 2017-1, LP805-4431724125 | Delaware | $170 million | $2.0 million | 3 | Yes |
| WOMRE FOUNDERS JV LLC805-7355058346 | Delaware | $101 million | $2.0 million | 2 | Yes |
| CRP/WOP TBLC VENTURE LLC805-4436581836 | Delaware | $83.3 million | $2.0 million | 2 | Yes |
| BGO-WO 930 CF STERLING LLC805-1925469437 | Delaware | $67.1 million | $2.0 million | 2 | Yes |
| WHITE OAK REAL ESTATE INVESTMENT 2019-3, LLC805-6549634096 | Delaware | $28.6 million | $2.0 million | 3 | Yes |
Source and limits
Source: SEC Investment Adviser Public Disclosure, Form ADV. Firm status checked 2026-08-20. Fund detail through 2026-07-31. CRD 157766, SEC 801-72370.
Form ADV is a regulatory disclosure, not a live deal mandate. It does not report property type, target geography, current fundraising status, available capital, or whether a manager accepts unsolicited proposals. Contact the firm and review current offering documents before relying on any figure.
Need capital for your operating business?
Build a preliminary funding profile. We will review your situation before discussing general options. Your information is not shared with a funding partner without permission.
Build your funding profileEducational only. Not financial, legal, investment, or tax advice. Big Brain Funding is not an investment adviser, broker-dealer, placement agent, lender, or broker of record. This profile is not an endorsement, recommendation, securities offering, or statement that the firm is available for a transaction.