Whiteoak Pty Limited
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $36.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Whiteoak Growth Fund I Lp master | Venture Capital Fund | Australia | $32.4M | 105 |
| Whiteoak Growth Fund I Bare Trust | Other Private Fund | Australia | $3.8M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Motion Picture And Television Fund Retirement Income Plan Motion Picture And Television Fund | 2024 |
Private funds (2, $36.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Whiteoak Growth Fund I Lp | Venture Capital Fund | $32.4M | $673K | 105 |
| Whiteoak Growth Fund I Bare Trust | Other Private Fund | $3.8M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Motion Picture And Television Fund Retirement Income Plan | Motion Picture And Television Fund | 148 | $47.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 10/16/2025 | 1.15 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
Not reported.
Custody
Firm reports it does not have 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: Oct 16, 2025.
View current Form ADV (SEC/IAPD) ↗