AltMountain

White Oak Partners, LLC

Westerville, OH · CIK 1613486
Status: no Form D since Nov 2021. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

White Oak Partners, LLC is a real estate fund based in Westerville, Ohio. According to its most recent Form D, filed Nov 19, 2021, it has sold $10,000,000 of interests to 18 investors since its first sale in Nov 2021. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Michael Menzer; James Cramer.

Total raised
$10,000,000Cumulative sales reported on Form D
Investors
18
First sale
Nov 19, 2021
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Michael Menzer; James Cramer
Latest Form D
Nov 19, 2021

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about White Oak Partners, LLC

What is the minimum investment for White Oak Partners, LLC?

White Oak Partners, LLC's latest Form D, filed Nov 19, 2021, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in White Oak Partners, LLC?

White Oak Partners, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has White Oak Partners, LLC raised?

White Oak Partners, LLC reports $10,000,000 sold from 18 investors on its Form D filed Nov 19, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is White Oak Partners, LLC based?

White Oak Partners, LLC is based in Westerville, Ohio.

When did White Oak Partners, LLC launch?

White Oak Partners, LLC reports its first sale in Nov 2021.

Size compared with every real estate fund

Raised more than 86% of the 257 real estate funds based in Ohio, and more than 78% of all 7,321 that report sales.

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