White Oak Partners Investment Advisor

Real Estate SEC-registered adviser

Legal name: White Oak Partners Investment Advisor, LLC

Westerville, OH

AUM

$1.8B
Regulatory AUM

Private funds

8
Real Estate 8

Private fund assets

$2.0B
Gross asset value

Employees

8

Last Form D raise

—

From SEC Form ADV filing (filed Sep 8, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

M
Michael Menzer
Chief Executive Officer and Chief Compliance Officer
Source: SEC Form ADV

Funds(8)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
White Oak Real Estate 2020-1, LPReal Estate$691.6M———
Wmb Mulitfamily Fund, L.P.Real Estate$638.2M———
Sunbelt Seeded Multifamily Jv LLCReal Estate$238.8M———
White Oak Real Estate Investment 2017-1, LPReal Estate$169.7M———
Womre Founders Jv LLCReal Estate$101.2M———
Crp/Wop Tblc Venture LLCReal Estate$83.3M———
Bgo-Wo 930 Cf Sterling LLCReal Estate$67.1M———
White Oak Real Estate Investment 2019-3, LLCReal Estate$28.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
157766
SEC file number
801-72370

Sources