White Oak Partners, LLC
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.