White Oak Partners Investment Advisor, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 9
- Avg AUM / client
- $203M
- Accounts
- 8
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 9 | $1.8B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| White Oak Real Estate 2020 1, Lp | Real Estate Fund | Delaware | $689M | 5 |
| Wmb Mulitfamily Fund, L.P. | Real Estate Fund | Delaware | $641M | 3 |
| Bgo White Oak Multifamily Fund, L.P. | Real Estate Fund | Delaware | $464M | 2 |
| White Oak Real Estate Investment 2017 1, Lp | Real Estate Fund | Delaware | $452M | 3 |
| White Oak Real Estate Investment 2019 3, Llc | Real Estate Fund | Delaware | $27.9M | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cramer, James, Paul | President | Apr 2011 (15y) | Less than 5% | |
| Menzer, Michael, James | Chief Executive Officer | Apr 2011 (15y) | ≈ 18.75% – 50% via White Oak Partners, Llc | |
| Adkinson, Christopher, David | Chief Compliance Officer | Nov 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| White Oak Partners, Llc | Managing Member, Sole Member | Jan 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Menzer, Michael, James: 25% – 50% of White Oak Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $2.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| White Oak Real Estate 2020 1, Lp | Real Estate Fund | $689M | $2.0M | 5 |
| Wmb Mulitfamily Fund, L.P. | Real Estate Fund | $641M | $2.0M | 3 |
| Bgo White Oak Multifamily Fund, L.P. | Real Estate Fund | $464M | $2.0M | 2 |
| White Oak Real Estate Investment 2017 1, Lp | Real Estate Fund | $452M | $2.0M | 3 |
| White Oak Real Estate Investment 2019 3, Llc | Real Estate Fund | $27.9M | $2.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 2.73 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗