WHITE OAK CAPITAL MANAGEMENT CONSULTANTS

Business and Investment Profile

The WHITE OAK CAPITAL MANAGEMENT CONSULTANTS is a privately held investment adviser that advises $6.52Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. WHITE OAK CAPITAL MANAGEMENT CONSULTANTS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 166.12% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 8.7 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3 CHURCH STREET #22-04 SAMSUNG HUB, SAMSUNG HUB, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 12 US and Non-US bodies.

Employee Profile

They have 27 employees comprised of 15 investment and 12 non-investment staff. The total number of Employees increased by 68.75% over the last 5-years.

Asset Profile

Their $6.52Bn in assets advised are owned by 13 private funds, 2 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $4.78Bn or 73.41% of Total Assets and Investment Companies (IC) own $108.29mn or 1.66% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Emerging Markets, Long/Short Equity and Fund of Funds, representing 76.59%, 23.41% and 0% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).

Service Provider Profile

The Group uses 4 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 4 Custodians and 24 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

WHITE OAK CAPITAL MANAGEMENT CONSULTANTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.