WHITE OAK GLOBAL ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 149659). Regulatory assets under management: $5.1B.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
Showing 25 of 36 people.
| Name | Role | Location |
|---|---|---|
| Eric Lemieux | CHIEF RISK OFFICER | Charlotte, NC |
| Andre Amin Hakkak | MANAGING MEMBER; MANAGING PARTNER & ELECTED MANAGER; MANAGING PARTNER & ELECTED MEMBER | San Francisco, CA |
| Darius Joseph Mozaffarian | PARTNER; PARTNER & ELECTED MANAGER | — |
| Won Kyoung Rha | CHIEF COMPLIANCE OFFICER | — |
| Celine Maria Hannett | CHIEF FINANCIAL OFFICER | — |
| Charles P Bronowski | GENERAL COUNSEL | — |
| John Troy Beatty | GENERAL COUNSEL | — |
| David Bruce Hackett | PARTNER | — |
| Barbara Jean Schassar Mckee | MANAGING PARTNER & ELECTED MEMBER | — |
| Timothy Patrick Goodwin | CHIEF COMPLIANCE OFFICER | — |
| THRIFT JACK ANTHONY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| SNYDER ERIC A | CHIEF ACCOUNTING OFFICER | — |
| DUFF PHILIP NICHOLAS | MANAGING MEMBER | — |
| CHRISTOFILIS CHARLES ANTHONY | CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL | — |
| CAUDILL MATTHEW DAVID | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| MCKEE BARBARA JEAN SCHASSAR | MANAGER; MANAGING MEMBER; MANAGING MEMBER AND PORTFOLIO MANAGER (+2 more) | — |
| HAKKAK ANDRE AMIN | MANAGER; MANAGING MEMBER; MANAGING MEMBER AND PORTFOLIO MANAGER (+4 more) | — |
| MASTERS KENNETH MITCHELL | MANAGING MEMBER AND PORTFOLIO MANAGER | — |
| PASCO NICOMEDES INOCENCIO | MANAGING DIRECTOR OF FINANCE; MANAGING MEMBER AND PORTFOLIO MANAGER | — |
| HACKETT DAVID BRUCE | HEAD OF UNDERWRITING; PARTNER; PRINCIPAL | — |
| DOWLING PATRICK HENRY | SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| HAKKAK ANDRE A | MANAGING MEMBER AND PORTFOLIO MANAGER | — |
| HACKETT DAVID | PRINCIPAL | — |
| MASTERS KENNETH M | MANAGING MEMBER AND PORTFOLIO MANAGER | — |
| RAY DAVE | GENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2022-03-17 | civil | ONE CLIENT (THE "PLAINTIFF") CLAIMED THAT WHITE OAK HAD BREACHED THE "MOST FAVORED NATION" (MFN) PROVISION RELATED TO FEES OF ITS INVESTMENT MANAGEMENT AGREEMENT (IMA) AND ASSERTED CERTAIN OTHER LEGAL CLAIMS UNDER THE IMA AND ERISA. | Final | $10.6M |
Private Equity Fund: 20 · Hedge Fund: 17
Showing 15 of 37 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WHITE OAK YIELD SPECTRUM ICAV | Private Equity Fund | Ireland | 44 | $839.3M | $100K |
| WHITE OAK YIELD SPECTRUM (LUXEMBOURG) MASTER FUND, SCSP | Private Equity Fund | Luxembourg | 15 | $535.4M | $5.0M |
| WHITE OAK SUMMIT ICAV | Private Equity Fund | Ireland | 55 | $490.3M | $100K |
| WHITE OAK YIELD SPECTRUM MASTER FUND V, SCSP | Private Equity Fund | Luxembourg | 14 | $426.7M | $5.0M |
| WHITE OAK YIELD SPECTRUM (LUXEMBOURG) MASTER FUND V, SCSP | Private Equity Fund | Luxembourg | 16 | $347.5M | $5.0M |
| WHITE OAK FIXED INCOME FUND C, L.P. | Hedge Fund | Delaware | 301 | $283.8M | $5.0M |
| WHITE OAK BESPOKE INCOME ULTIMATE MASTER FUND, LP | Hedge Fund | Delaware | 10 | $277.2M | $100.0M |
| WHITE OAK YIELD SPECTRUM PEER FUND, L.P. | Private Equity Fund | Delaware | 26 | $276.2M | $5.0M |
| WHITE OAK YIELD SPECTRUM PARALLEL FUND, L.P. | Hedge Fund | Delaware | 2 | $254.0M | $100.0M |
| WHITE OAK PINNACLE FUND, L.P. | Private Equity Fund | Delaware | 87 | $198.8M | $5.0M |
| WHITE OAK IMPACT FUND, SCSP | Hedge Fund | Luxembourg | 2 | $156.4M | $1.0M |
| WHITE OAK WCTPT EVERGREEN FUND, LP | Hedge Fund | Delaware | 1 | $153.1M | $30.0M |
| BAYVK R PD 2 LOAN, LLC | Private Equity Fund | Delaware | 1 | $133.0M | $100.0M |
| WHITE OAK NDT FUND, L.P | Hedge Fund | Delaware | 10 | $101.8M | $5.0M |
| WHITE OAK SHORT TERM ABL MASTER FUND, SCSP | Private Equity Fund | Luxembourg | 1 | $96.7M | $1.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 4 | 212-887-7999 |
| MIAMI | FL | 2 | (754) 220-9341 |