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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:32 AM ET

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Andre Hakkak

Named as an officer, director or promoter on SEC Form D filings · CA · Mar 16, 2009 → Oct 20, 2026

26deals (issuers)
$6.9Breported sold
714investors
65Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Andre Hakkak is listed as an executive officer, director, and promoter on 65 SEC Form D filings by 26 issuers between Mar 2009 and Oct 2026. Largest by amount reported sold: White Oak Pinnacle Fund, L.P. (San Francisco, CA — pooled investment fund — 2012–2014; $2.36B reported sold to 92 investors), WHITE OAK YIELD SPECTRUM FEEDER FUND V SCSP (Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2019–2021; $881.3M reported sold to 7 investors), WHITE OAK YIELD SPECTRUM MASTER FUND V SCSP (Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2019–2021; $881.3M reported sold to 6 investors), White Oak Summit Fund, L.P. (San Francisco, CA — pooled investment fund — 2014–2016; $737.4M reported sold to 47 investors), White Oak Fixed Income Fund C, L.P. (San Francisco, CA — pooled investment fund — 2014–2026; $437M reported sold to 334 investors) and 21 more (all listed below).

What this means That is a lot of deals — 26 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $6.9B sold in total.

Listed alongside Barbara J.S. McKee (59 shared filings), White Oak Partners, LLC (39 shared filings, management entity), General Partner White Oak Partners 2, LLC (9 shared filings, management entity), Ken Masters (7 shared filings), Darius Mozaffarian (6 shared filings) and 22 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Andre. Each name links to their own page.

25 of the issuers belong to the sponsor group White Oak (28 issuers, $7.39B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. White Oak has 28 companies on file and $7.39B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 2 court cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 65 public filings for Andre Hakkak and found 8 differences, 4 worth asking the sponsor about: Investor count went down between filings; Andre Hakkak appears on 6 deals that stopped filing before reaching their target; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Andre Hakkak has not run yet — it is joining a line of 23,319 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

2 cases: 1 closed (disposition not in docket feed), 1 dismissed

The Trustees of the New York State Nurses Association Pension Plan v. Hakkak closed
District Court, S.D. New York · No. 1:22-cv-05672 · Filed Jul 2, 2022 · Closed Oct 18, 2024 · Nature of suit: Other Statutory Actions · Cause: 29:1104 Recovery of Benefits to Employee
Role of Hakkak: Defendant · Outcome: Terminated 2024-10-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 4 federal dockets); surname only in the caption; court in NY (not a filing state)
Hassan Hakkak v. Union Oil Co of CA dismissed
District Court, C.D. California · No. 2:94-cv-04559 · Filed Jul 7, 1994 · Closed May 16, 1995 · Nature of suit: 890 Other statutory actions
Role of Hassan Hakkak: Plaintiff · Outcome: Terminated 1995-05-16 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 4 federal dockets); different first name (hassan); court in the person's filing state (CA)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Andre Hakkak..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

8 differences found between the filings for Andre Hakkak — 4 worth asking about (compared the newest 50 of 65 filings on Oct 24, 2026; older filings not covered)

Note · Nov 27, 1992 – Jun 12, 2019

7 bankruptcy cases name the subject or team members

Bankruptcy case: White Oak Strategic Master Fund, L.P. — filed Jun 12, 2019 · Bankruptcy case: White Oak Strategic Fund, Ltd. — filed Jun 12, 2019 · Bankruptcy case: White Oak Floor, Inc. — filed Jan 13, 2005 · Bankruptcy case: White Oak Financial Corporatio — filed Jan 28, 2000 · Bankruptcy case: White Oak Homeowners Association v. Odar — filed Jul 28, 1995 · and 2 more

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. California ↗White Oak Partners, LLC — PartnerFacts page ↗Docket · United States Bankruptcy Court, N.D. California ↗Docket · United States Bankruptcy Court, N.D. California ↗
Sources
Worth asking · Jun 17, 2016 – Jun 19, 2017

Investor count went down between filings — White Oak Partners Fund I, L.P.

The Jun 17, 2016 filing reports 33 investors; the Jun 19, 2017 Form D/A reports 27 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jun 17, 2016 ↗Form D/A (later) · Jun 19, 2017 ↗White Oak Partners Fund I, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jun 17, 2014 – Jun 17, 2015

Investor count went down between filings — White Oak Partners Fund I, L.P.

The Jun 17, 2014 filing reports 15 investors; the Jun 17, 2015 Form D/A reports 13 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jun 17, 2014 ↗Form D/A (later) · Jun 17, 2015 ↗White Oak Partners Fund I, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 15, 2015 – Aug 13, 2021

Andre Hakkak appears on 6 deals that stopped filing before reaching their target

WHITE OAK YIELD SPECTRUM FEEDER FUND V SCSP (last filing Aug 13, 2021; $881,300,000 sold of $2,000,000,000); WHITE OAK YIELD SPECTRUM MASTER FUND V SCSP (last filing Aug 13, 2021; $881,300,000 sold of $2,000,000,000); White Oak Summit Peer Fund, L.P. (last filing Aug 5, 2016; $50,000,000 sold of $1,000,000,000); White Oak Summit Fund Blocker, Inc. (last filing Mar 16, 2016; $45,000,000 sold of $200,000,000); White Oak Summit Term Fund, LP (last filing Jul 15, 2015; $21,669,227 sold of $500,000,000); White Oak Summit Revolver Fund, LP (last filing Jul 15, 2015; $19,404,152 sold of $500,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

WHITE OAK YIELD SPECTRUM FEEDER FUND V SCSP — PartnerFacts page ↗WHITE OAK YIELD SPECTRUM MASTER FUND V SCSP — PartnerFacts page ↗White Oak Summit Peer Fund, L.P. — PartnerFacts page ↗White Oak Summit Fund Blocker, Inc. — PartnerFacts page ↗
Sources
Worth asking · Jun 1, 2011 – Apr 16, 2021

7 Form Ds were filed more than 15 days after the first sale

Form D filed 292 days after the first sale — White Oak Yield Spectrum (Cayman) Fund, LLC · Form D filed 415 days after the first sale — White Oak Yield Spectrum Fund, L.P. · Form D filed 119 days after the first sale — White Oak Yield Spectrum Peer Fund, L.P. · Form D filed 1,195 days after the first sale — White Oak Opportunity Fund, Ltd. · Form D filed 18 days after the first sale — White Oak Specialized ABL Master Fund, L.P. · and 2 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jun 19, 2018 ↗White Oak Yield Spectrum (Cayman) Fund, LLC — PartnerFacts page ↗Form D · Jun 19, 2018 ↗White Oak Yield Spectrum Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jun 1, 2011 – Aug 13, 2021

13 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — WHITE OAK YIELD SPECTRUM MASTER FUND V SCSP (latest filing Aug 13, 2021) · No amendment in the last 12 months on an offering that may still be open — WHITE OAK YIELD SPECTRUM FEEDER FUND V SCSP (latest filing Aug 13, 2021) · No amendment in the last 12 months on an offering that may still be open — PANASAS, INC (latest filing Jan 29, 2019) · No amendment in the last 12 months on an offering that may still be open — White Oak Yield Spectrum (Cayman) Fund, LLC (latest filing Jun 19, 2018) · No amendment in the last 12 months on an offering that may still be open — White Oak Yield Spectrum Fund, L.P. (latest filing Jun 19, 2018) · and 8 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Aug 13, 2021 ↗WHITE OAK YIELD SPECTRUM MASTER FUND V SCSP — PartnerFacts page ↗Form D/A · Aug 13, 2021 ↗WHITE OAK YIELD SPECTRUM FEEDER FUND V SCSP — PartnerFacts page ↗
Sources
Note · Jan 12, 2012 – Jul 2, 2019

Andre Hakkak is written 3 different ways on the filings

listed as "Andre Hakkak" on 46 filings (from Jan 12, 2012), and "Andre Amin Hakkak" on 2 filings (from Feb 28, 2013), and "Andre A. Hakkak" on 6 filings (from Jul 2, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 12, 2012 ↗Form D/A · Feb 28, 2013 ↗Form D · Jul 2, 2019 ↗Andre Hakkak — PartnerFacts page ↗
Sources
Note · Jun 19, 2013 – Jun 17, 2014

Reported net asset value range changed between filings — White Oak Partners Fund I, L.P.

"Not Applicable" (Jun 19, 2013); then "Decline to Disclose" (Jun 17, 2014).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jun 19, 2013 ↗Form D/A · Jun 17, 2014 ↗White Oak Partners Fund I, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 65 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 26 offerings report sales commissions totalling $2,337,500; 1 reports finder's fees totalling $1,683; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 20, 2026 D/A
White Oak Fixed Income Fund C, L.P.
File 021-227241
$0 (est.)$0 (est.)$0 (est.)
White Oak Partners, LLC and/or its affiliates will receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Aug 13, 2026 D
Red Oak CV, L.P.
File 021-594190
$300,000 (est.)$0 (est.)$0 (est.)None no CRD number reported
via RAYMOND JAMES & ASSOCIATES, INC.
EDGAR ↗
Jun 23, 2026 D/A
White Oak Partners Fund I, L.P.
File 021-198236
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 13, 2021 D/A
WHITE OAK YIELD SPECTRUM FEEDER FUND V SCSP
File 021-343396
$0 (est.)$0 (est.)$0
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CAMPBELL LUTYENS & CO. INC. BrokerCheck CRD 133376 ↗EDGAR ↗
Aug 13, 2021 D/A
WHITE OAK YIELD SPECTRUM MASTER FUND V SCSP
File 021-343395
$0 (est.)$0 (est.)$0
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CAMPBELL LUTYENS & CO. INC. BrokerCheck CRD 133376 ↗EDGAR ↗
Apr 16, 2021 D
White Oak Specialized ABL Feeder Fund, L.P.
File 021-396216
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2021 D
White Oak Specialized ABL Master Fund, L.P.
File 021-396218
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2019 D
PANASAS, INC
File 021-331658
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2018 D
White Oak Yield Spectrum Peer Fund, L.P.
File 021-314869
$0$0$0Campbell Lutyens & Co. Inc. BrokerCheck CRD 133376 ↗
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
Jun 19, 2018 D
White Oak Yield Spectrum Fund, L.P.
File 021-314873
$0$0$0Campbell Lutyens & Co. Inc. BrokerCheck CRD 133376 ↗
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
Jun 19, 2018 D
White Oak Yield Spectrum (Cayman) Fund, LLC
File 021-314877
$37,500$0$0Campbell Lutyens & Co. Inc. BrokerCheck CRD 133376 ↗
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
Dec 19, 2016 D/A
White Oak Summit Fund, L.P.
File 021-230260
$2,000,000 (est.)$0$0Denise Spillane BrokerCheck CRD 1450694 ↗
via XT Capital Partners, LLC (CRD 118719 ↗)

BTIG, LLC BrokerCheck CRD 122225 ↗
via BTIG, LLC (CRD 122225 ↗)

Campbell Lutyens & Co. Inc. BrokerCheck CRD 133376 ↗
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
Aug 5, 2016 D/A
White Oak Summit Peer Fund, L.P.
File 021-245127
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2016 D
White Oak Summit Fund Blocker, Inc.
File 021-259396
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2015 D
White Oak Summit Term Fund, LP
File 021-243811
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2015 D
White Oak Summit Revolver Fund, LP
File 021-243812
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2015 D
White Oak Summit Parallel Fund II, L.P.
File 021-232961
$0$0$0None listed on this filingEDGAR ↗
Dec 4, 2014 D
White Oak Summit Parallel Fund I, L.P.
File 021-229490
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2014 D/A
White Oak Pinnacle Fund, L.P.
File 021-171632
$0$0$0 (est.)
White Oak Partners, LLC and its affiliates will receive customary management fees (based upon committed capital or the fair market value of investments (as applicable)) and carried interest allocations based on limited partners' investments in the Issuer.
McMorgan & Company Capital Advisors LLC BrokerCheck CRD 137222 ↗
via John Sataguida (CRD 5004531 ↗)
EDGAR ↗
Sep 8, 2014 D/A
White Oak Opportunity Fund, L.P.
File 021-173778
$0$0$0 (est.)
White Oak Partners, LLC, or an affiliate, receives customary management fees (based on the net asset value of each limited partner's capital account) and performance allocations (based on the net income in respect of each limited partner's capital account
None listed on this filingEDGAR ↗
Sep 8, 2014 D
White Oak Opportunity Fund, Ltd.
File 021-224280
$0 (est.)$0 (est.)$0 (est.)
White Oak Global Advisors, LLC and/or its affiliates may receive customary management fees (based on the Issuer's net asset value) and performance fees and/or allocations (based on the net profits of the shares).
None listed on this filingEDGAR ↗
Mar 27, 2014 D
White Oak Pinnacle Feeder Fund I, L.P.
File 021-214380
$0$0$0
White Oak Partners, LLC and its affiliates will receive customary management fees (based upon committed capital or the fair market value of investments (as applicable)) and carried interest allocations based on limited partners' investments in the Issuer.
None listed on this filingEDGAR ↗
Apr 22, 2011 D
White Oak Strategic Fund II, L.P.
File 021-158815
$0$0$0Weston Financial Services, LLC BrokerCheck CRD 117946 ↗EDGAR ↗
Mar 10, 2011 D/A
White Oak Patriot Fund, L.P.
File 021-117487
$0$0$0The Links Group LLC BrokerCheck CRD 114005 ↗EDGAR ↗
Jun 5, 2009 D/A
White Oak Strategic Fund, Ltd.
File 021-130480
$0$1,683$0Channel Capital Group LLC BrokerCheck CRD 118697 ↗
The Links Group LLC BrokerCheck CRD 114005 ↗
Weston Financial Services, LLC BrokerCheck CRD 117946 ↗		EDGAR ↗
Mar 16, 2009 D/A
WHITE OAK STRATEGIC FUND LP
File 021-111748
$0$0$0Channel Capital Group LLC BrokerCheck CRD 118697 ↗
Weston Financial Services, LLC BrokerCheck CRD 117946 ↗
The Links Group LLC BrokerCheck CRD 114005 ↗		EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 26

Every issuer that named Andre Hakkak on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

WO
Pooled Investment Fund · group: White Oak

White Oak Fixed Income Fund C, L.P.

San Francisco, CA · Oct 28, 2014 → Oct 20, 2026 · 13 filings
  • Oct 20, 2026 · D/A · $436,986,872 sold of Indefinite · 334 investors · min. $1,000,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 20, 2025 · D/A · $436,986,872 sold of Indefinite · 333 investors · min. $1,000,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 18, 2024 · D/A · $436,986,872 sold of Indefinite · 332 investors · min. $1,000,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 18, 2023 · D/A · $436,986,872 sold of Indefinite · 324 investors · min. $1,000,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 18, 2022 · D/A · $435,308,258 sold of Indefinite · 314 investors · min. $1,000,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 18, 2021 · D/A · $418,596,872 sold of Indefinite · 298 investors · min. $1,000,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 16, 2020 · D/A · $398,171,872 sold of Indefinite · 261 investors · min. $1,000,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 16, 2019 · D/A · $376,556,872 sold of Indefinite · 206 investors · min. $1,000,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 16, 2018 · D/A · $305,425,640 sold of Indefinite · 169 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Oct 13, 2017 · D/A · $189,745,640 sold of Indefinite · 121 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Oct 13, 2016 · D/A · $144,963,640 sold of Indefinite · 45 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Oct 13, 2015 · D/A · $82,200,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Oct 28, 2014 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $437M from 334 investors as of the latest filing. Andre is listed as executive officer on 13 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RO
Pooled Investment Fund · group: White Oak

Red Oak CV, L.P.

San Francisco, CA · Aug 13, 2026
  • Aug 13, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Partners Fund I, L.P.

San Francisco, CA · Jun 19, 2013 → Jun 23, 2026 · 14 filings
  • Jun 23, 2026 · D/A · $33,824,000 sold of Indefinite · 30 investors · min. $1,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Jun 23, 2025 · D/A · $33,824,000 sold of Indefinite · 30 investors · min. $1,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Jun 24, 2024 · D/A · $33,824,000 sold of Indefinite · 30 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 22, 2023 · D/A · $33,824,000 sold of Indefinite · 30 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 22, 2022 · D/A · $33,824,000 sold of Indefinite · 29 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 22, 2021 · D/A · $18,824,000 sold of Indefinite · 28 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 22, 2020 · D/A · $18,824,000 sold of Indefinite · 28 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 19, 2019 · D/A · $18,824,000 sold of Indefinite · 28 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 19, 2018 · D/A · $7,794,000 sold of Indefinite · 27 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 19, 2017 · D/A · $7,794,000 sold of Indefinite · 27 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 17, 2016 · D/A · $7,794,000 sold of Indefinite · 33 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 17, 2015 · D/A · $2,711,000 sold of Indefinite · 13 investors · min. $1,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Jun 17, 2014 · D/A · $2,700,000 sold of Indefinite · 15 investors · min. $1,000 · role: Executive Officer (Managing Member) EDGAR ↗
  • Jun 19, 2013 · D · $0 sold of Indefinite · 0 investors · min. $1,000 · role: Executive Officer (Managing Member) EDGAR ↗

Raised $33.8M from 33 investors as of the latest filing. Andre is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

WHITE OAK YIELD SPECTRUM MASTER FUND V SCSP

Luxembourg, Luxembourg (as filed: N4) · Jul 2, 2019 → Aug 13, 2021 · 3 filings
  • Aug 13, 2021 · D/A · $881,300,000 sold of $2,000,000,000 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jul 2, 2020 · D/A · $703,750,000 sold of $2,000,000,000 · 5 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jul 2, 2019 · D · $0 sold of $2,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $881.3M from 6 investors (44% of the $2B target) as of the latest filing. Andre is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

WHITE OAK YIELD SPECTRUM FEEDER FUND V SCSP

Luxembourg, Luxembourg (as filed: N4) · Jul 2, 2019 → Aug 13, 2021 · 3 filings
  • Aug 13, 2021 · D/A · $881,300,000 sold of $2,000,000,000 · 7 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jul 2, 2020 · D/A · $703,750,000 sold of $2,000,000,000 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jul 2, 2019 · D · $0 sold of $2,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $881.3M from 7 investors (44% of the $2B target) as of the latest filing. Andre is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Specialized ABL Master Fund, L.P.

San Francisco, CA · Apr 16, 2021
  • Apr 16, 2021 · D · $250,100,000 sold of $250,100,000 · 2 investors · min. No minimum reported · role: Executive Officer, Promoter (A Manager of the Investment Manager) EDGAR ↗

Raised $250.1M from 2 investors (100% of the $250.1M target) as of the latest filing. Andre is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Specialized ABL Feeder Fund, L.P.

Toronto, Ontario, Canada (as filed: A6) · Apr 16, 2021
  • Apr 16, 2021 · D · $250,000,001 sold of $250,000,001 · 2 investors · min. No minimum reported · role: Executive Officer, Promoter (A Manager of the Investment Manager) EDGAR ↗

Raised $250M from 2 investors (100% of the $250M target) as of the latest filing. Andre is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

P
Other Technology

PANASAS, INC

Sunnyvale, CA · Jan 29, 2019
  • Jan 29, 2019 · D · $4,000,000 sold of $7,999,999 · 1 investors · min. $9,999 · role: Director EDGAR ↗

Raised $25.2M from 61 investors (100% of the $8M target) as of the latest filing. Andre is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Yield Spectrum (Cayman) Fund, LLC

San Francisco, CA · Jun 19, 2018
  • Jun 19, 2018 · D · $125,900,000 sold of Indefinite · 6 investors · min. $5,000,000 · role: Executive Officer, Promoter (A Manager of the Investment Manager) EDGAR ↗

Raised $125.9M from 6 investors as of the latest filing. Andre is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Yield Spectrum Fund, L.P.

San Francisco, CA · Jun 19, 2018
  • Jun 19, 2018 · D · $298,000,000 sold of Indefinite · 21 investors · min. $5,000,000 · role: Executive Officer, Promoter (A Manager of the Investment Manager) EDGAR ↗

Raised $298M from 21 investors as of the latest filing. Andre is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Yield Spectrum Peer Fund, L.P.

San Francisco, CA · Jun 19, 2018
  • Jun 19, 2018 · D · $67,100,000 sold of Indefinite · 6 investors · min. $5,000,000 · role: Executive Officer, Promoter (A Manager of the Investment Manager) EDGAR ↗

Raised $67.1M from 6 investors as of the latest filing. Andre is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Summit Fund, L.P.

San Francisco, CA · Dec 16, 2014 → Dec 19, 2016 · 3 filings
  • Dec 19, 2016 · D/A · $737,410,000 sold of Indefinite · 47 investors · min. $5,000,000 · role: Executive Officer (A Manager of the Investment Manager) EDGAR ↗
  • Dec 3, 2015 · D/A · $263,120,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer (A Manager of the Investment Manager) EDGAR ↗
  • Dec 16, 2014 · D · $34,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer (A Manager of Sole Member of General Partner) EDGAR ↗

Raised $737.4M from 47 investors as of the latest filing. Andre is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Summit Peer Fund, L.P.

San Francisco, CA · Aug 5, 2015 → Aug 5, 2016 · 2 filings
  • Aug 5, 2016 · D/A · $50,000,000 sold of $1,000,000,000 · 1 investors · min. $5,000,000 · role: Executive Officer (A Manager of the General Partner) EDGAR ↗
  • Aug 5, 2015 · D · $50,000,000 sold of $1,000,000,000 · 1 investors · min. $5,000,000 · role: Executive Officer (A Manager of the General Partner) EDGAR ↗

Raised $50M from 1 investor (5% of the $1B target) as of the latest filing. Andre is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Summit Fund Blocker, Inc.

San Francisco, CA · Mar 16, 2016
  • Mar 16, 2016 · D · $45,000,000 sold of $200,000,000 · 4 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $45M from 4 investors (23% of the $200M target) as of the latest filing. Andre is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Summit Revolver Fund, LP

San Francisco, CA · Jul 15, 2015
  • Jul 15, 2015 · D · $19,404,152 sold of $500,000,000 · 1 investors · min. $25,000 · role: Executive Officer (A Manager of the General Partner) EDGAR ↗

Raised $19.4M from 1 investor (4% of the $500M target) as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Summit Term Fund, LP

San Francisco, CA · Jul 15, 2015
  • Jul 15, 2015 · D · $21,669,227 sold of $500,000,000 · 1 investors · min. $25,000 · role: Executive Officer (A Manager of the General Partner) EDGAR ↗

Raised $21.7M from 1 investor (4% of the $500M target) as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Summit Parallel Fund II, L.P.

San Francisco, CA · Jan 27, 2015
  • Jan 27, 2015 · D · $30,000,000 sold of $30,000,000 · 1 investors · min. No minimum reported · role: Executive Officer (A Manager of Sole Member of General Partner.) EDGAR ↗

Raised $30M from 1 investor (100% of the $30M target) as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Summit Parallel Fund I, L.P.

San Francisco, CA · Dec 4, 2014
  • Dec 4, 2014 · D · $75,000,000 sold of $75,000,000 · 1 investors · min. $5,000,000 · role: Executive Officer (Managing Partner of the Manager) EDGAR ↗

Raised $75M from 1 investor (100% of the $75M target) as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Pinnacle Fund, L.P.

San Francisco, CA · Jan 12, 2012 → Sep 9, 2014 · 3 filings
  • Sep 9, 2014 · D/A · $2,362,612,000 sold of Indefinite · 92 investors · min. $5,000,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Feb 28, 2013 · D/A · $101,667,000 sold of Indefinite · 5 investors · min. $5,000,000 · role: Executive Officer (Managing Member of White Oak Partners, LLC; General Partner of Issuer) EDGAR ↗
  • Jan 12, 2012 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $2.36B from 92 investors as of the latest filing. Andre is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Opportunity Fund, Ltd.

San Francisco, CA · Sep 8, 2014
  • Sep 8, 2014 · D · $3,000,000 sold of Indefinite · 7 investors · min. $3,000,000 · role: Executive Officer (Managing Member of the Issuer's Investment Manager) EDGAR ↗

Raised $3M from 7 investors as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Opportunity Fund, L.P.

San Francisco, CA · Feb 22, 2012 → Sep 8, 2014 · 3 filings
  • Sep 8, 2014 · D/A · $0 sold of Indefinite · 0 investors · min. $3,000,000 · role: Executive Officer (Managing Member of the Issuer's General Partner) EDGAR ↗
  • Feb 27, 2013 · D/A · $0 sold of Indefinite · 0 investors · min. $3,000,000 · role: Executive Officer (Managing Member of White Oak Partners, LLC; General Partner of Issuer) EDGAR ↗
  • Feb 22, 2012 · D · $0 sold of Indefinite · 0 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andre is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Pinnacle Feeder Fund I, L.P.

San Francisco, CA · Mar 27, 2014
  • Mar 27, 2014 · D · $80,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $80M from 1 investor as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WO
Pooled Investment Fund · group: White Oak

White Oak Strategic Fund II, L.P.

San Francisco, CA · Apr 22, 2011
  • Apr 22, 2011 · D · $3,000,000 sold of Indefinite · 1 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $3M from 1 investor as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

WO
Pooled Investment Fund · group: White Oak

White Oak Patriot Fund, L.P.

San Francisco, CA · Mar 16, 2009 → Mar 10, 2011 · 3 filings
  • Mar 10, 2011 · D/A · $30,310,376 sold of Indefinite · 52 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 12, 2010 · D/A · $30,060,376 sold of Indefinite · 52 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 16, 2009 · D/A · $27,231,000 sold of Indefinite · 34 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $30.3M from 52 investors as of the latest filing. Andre is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

WO
Pooled Investment Fund · group: White Oak

White Oak Strategic Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 24, 2009 → Jun 5, 2009 · 2 filings
  • Jun 5, 2009 · D/A · $187,430,980 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 24, 2009 · D · $187,430,980 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $187.4M from 21 investors as of the latest filing. Andre is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

WO
Pooled Investment Fund · group: White Oak

WHITE OAK STRATEGIC FUND LP

San Francisco, CA · Mar 16, 2009
  • Mar 16, 2009 · D/A · $6,931,352 sold of Indefinite · 6 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $6.93M from 6 investors as of the latest filing. Andre is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Andre 27

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

WO
Management entity

White Oak Partners, LLC

Promoter, Executive Officer · 39 shared filings (8 issuers)

White Oak Partners, LLC is on 8 issuers in total — a repeat sponsor. Their page lists every one.

GP
Management entity

General Partner White Oak Partners 2, LLC

Executive Officer, Promoter · 9 shared filings (6 issuers)

General Partner White Oak Partners 2, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

WO
Management entity

White Oak Global Advisors, LLC

Promoter, Executive Officer · 4 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

WO
Management entity

White Oak Partners 3, LLC

Executive Officer, Promoter · 3 shared filings (3 issuers)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

RO
Management entity

Red Oak CV GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

BM
No photo found yet (own website and image search run after this page is viewed)
Person

Barbara J.S. McKee

Executive Officer, Director, Promoter · 59 shared filings (24 issuers) · also on 3 other issuers

Barbara J.S. McKee is on 27 issuers in total — a repeat sponsor. Their page lists every one.

KM
No photo found yet (own website and image search run after this page is viewed)
Person

Ken Masters

Executive Officer · 7 shared filings (4 issuers)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

DM
No photo found yet (own website and image search run after this page is viewed)
Person

Darius Mozaffarian

Executive Officer · 6 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

RG
No photo found yet (own website and image search run after this page is viewed)
Person

Ronan Guilfoyle

Director · 2 shared filings (1 issuer) · also on 330 other issuers

Ronan Guilfoyle is on 331 issuers in total — a repeat sponsor. Their page lists every one.

CB
No photo found yet (own website and image search run after this page is viewed)
Person

Charles Bronowski

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

RH
No photo found yet (own website and image search run after this page is viewed)
Person

Roger H. Hanson

Director · 2 shared filings (1 issuer) · also on 132 other issuers

Roger H. Hanson is on 133 issuers in total — a repeat sponsor. Their page lists every one.

AA
No photo found yet (own website and image search run after this page is viewed)
Person

Ali Amiry

Executive Officer, Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

DH
No photo found yet (own website and image search run after this page is viewed)
Person

David Hackett

Executive Officer, Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

FP
No photo found yet (own website and image search run after this page is viewed)
Person

Faye Pairman

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

RC
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Cihra

Director · 1 shared filing (1 issuer)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

DW
No photo found yet (own website and image search run after this page is viewed)
Person

David Wiley

Director · 1 shared filing (1 issuer)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

JT
No photo found yet (own website and image search run after this page is viewed)
Person

Jorge Titinger

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

RC
No photo found yet (own website and image search run after this page is viewed)
Person

Randall Elliot Carpenter

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

JL
No photo found yet (own website and image search run after this page is viewed)
Person

Jonathan Lister

Director · 1 shared filing (1 issuer)

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

RG
No photo found yet (own website and image search run after this page is viewed)
Person

Ronan Guilfoyle

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

RH
No photo found yet (own website and image search run after this page is viewed)
Person

Roger Hanson

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Andre Hakkak. Their page shows their other deals.

The team behind the deals

WO
Sponsor group

White Oak

28 issuers · 70 filings · $7.39B reported sold · 2009–2026

One team, 28 deal companies. Andre Hakkak is listed on 25 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Andre Hakkak.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 3 of the 26 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Red Oak CV, L.P., White Oak Opportunity Fund, Ltd., White Oak Strategic Fund, Ltd..

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Andre Hakkak by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 26 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Andre Hakkak is listed on: none on file. No website or social profile named in White Oak Yield Spectrum Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #252,215 of 374,652 in line (1,174 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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