White Oak Summit Fund, L.P. — Form D
White Oak Summit Fund, L.P. of SAN FRANCISCO, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2014-12-16. $34.0M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2014-12-16
- Form: D
- Accession: 0000897069-14-000494
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $34.0M
- Minimum investment: $5.0M
- Investors: 2
- Date of first sale: 2014-12-01
- Security types: fund interests
- SEC file number: 021-230260
Issuer
- Name: White Oak Summit Fund, L.P.
- CIK: 0001619157
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2014
- Address: C/O WHITE OAK GLOBAL ADVISORS, LLC, SAN FRANCISCO, CA, 94111
- Phone: (415) 644-4100
Officers, directors & promoters (5)
| Name | Role | Location |
|---|
| Manager of Issuer and Sole Member of General Partner JS White Oak Global Advisors, LLC | Executive Officer | San Francisco, CA |
| Barbara JS McKee | Executive Officer | San Francisco, CA |
| Andre JS Hakkak | Executive Officer | San Francisco, CA |
| Investment Manager of the Issuer JS White Oak Global Advisors, LLC | Executive Officer | San Francisco, CA |
| General Partner White Oak Partners 2, LLC | Executive Officer | San Francisco, CA |
Other filings by this issuer (2)
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