Sponsor Check › White Oak › Issuer
Limited Partnership · organized in DELAWARE · formed more than five years before filing · SAN FRANCISCO, CA · SEC CIK 1623617
Part of sponsor group: White Oak (26 issuers, 64 filings) · grouped because: shared people, shared management entity, same business address · confidence 83% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Oct 20, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
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Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. 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.
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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. 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.
No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.
0 of 1 offering report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 20, 2026 D/A 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 filing |
As reported by the issuer on Form D (Items 12–15), 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.
0 recorded documents and 0 ownership records matched to White Oak Fixed Income Fund C, L.P. in the sources searched.
Not found in sources searched (no on-demand check has run yet): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c); NYC PLUTO ownership via NYC Open Data (64uk-42ks); Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:03 PM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.
Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.
| File no. | Original Form D | Latest filing | Amendments | Offered (latest) | Sold (latest) | Industry (latest) |
|---|---|---|---|---|---|---|
| 021-227241 | Oct 28, 2014 EDGAR ↗ | Oct 20, 2026 D/A EDGAR ↗ | 12 latest Oct 20, 2026 | Indefinite | $436,986,872 | Pooled Investment Fund |
Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.
| Filing | Form D/A (amendment) filed Oct 20, 2026 · amends 0001623617-25-000002 ↗ SEC file no. 021-227241 · accession 0001623617-26-000001 · filing 13 of 13 in this offering |
|---|---|
| Raise progress | $436,986,872 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 20, 2026 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 20, 2026. Most recent amendment for this offering in our index: this filing, Oct 20, 2026. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 334 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Andre Hakkak, Manager of the Issuer's General Partner (Oct 20, 2026) |
| Changes vs previous filing |
Compared with the D/A filed Oct 20, 2025 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 334. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 20, 2025 · amends 0001623617-24-000001 ↗ SEC file no. 021-227241 · accession 0001623617-25-000002 · filing 12 of 13 in this offering |
|---|---|
| Raise progress | $436,986,872 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 20, 2025 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 20, 2025. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 333 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Andre Hakkak, Manager of the Issuer's General Partner (Oct 20, 2025) |
| Changes vs previous filing |
Compared with the D/A filed Oct 18, 2024 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 333. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 18, 2024 · amends 0001623617-23-000002 ↗ SEC file no. 021-227241 · accession 0001623617-24-000001 · filing 11 of 13 in this offering |
|---|---|
| Raise progress | $436,986,872 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 18, 2024 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 18, 2024. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 332 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 18, 2024) |
| Changes vs previous filing |
Compared with the D/A filed Oct 18, 2023 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 332. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 18, 2023 · amends 0001623617-22-000001 ↗ SEC file no. 021-227241 · accession 0001623617-23-000002 · filing 10 of 13 in this offering |
|---|---|
| Raise progress | $436,986,872 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 18, 2023 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 18, 2023. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 324 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 18, 2023) |
| Changes vs previous filing |
Compared with the D/A filed Oct 18, 2022 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 324. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 18, 2022 · amends 0001623617-21-000001 ↗ SEC file no. 021-227241 · accession 0001623617-22-000001 · filing 9 of 13 in this offering |
|---|---|
| Raise progress | $435,308,258 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 18, 2022 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 18, 2022. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 314 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 18, 2022) |
| Changes vs previous filing |
Compared with the D/A filed Oct 18, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 314. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 18, 2021 · amends 0001623617-20-000001 ↗ SEC file no. 021-227241 · accession 0001623617-21-000001 · filing 8 of 13 in this offering |
|---|---|
| Raise progress | $418,596,872 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 18, 2021 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 18, 2021. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 298 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 18, 2021) |
| Changes vs previous filing |
Compared with the D/A filed Oct 16, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 298. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 16, 2020 · amends 0001623617-19-000001 ↗ SEC file no. 021-227241 · accession 0001623617-20-000001 · filing 7 of 13 in this offering |
|---|---|
| Raise progress | $398,171,872 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 16, 2020 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 16, 2020. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 261 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 16, 2020) |
| Changes vs previous filing |
Compared with the D/A filed Oct 16, 2019 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 261. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 16, 2019 · amends 0001623617-18-000001 ↗ SEC file no. 021-227241 · accession 0001623617-19-000001 · filing 6 of 13 in this offering |
|---|---|
| Raise progress | $376,556,872 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 16, 2019 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 16, 2019. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 206 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 16, 2019) |
| Changes vs previous filing |
Compared with the D/A filed Oct 16, 2018 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 206. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 16, 2018 · amends 0001623617-17-000001 ↗ SEC file no. 021-227241 · accession 0001623617-18-000001 · filing 5 of 13 in this offering |
|---|---|
| Raise progress | $305,425,640 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 16, 2018 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 16, 2018. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 169 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: 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. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 16, 2018) |
| Changes vs previous filing |
Compared with the D/A filed Oct 13, 2017 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 169. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 13, 2017 · amends 0001623617-16-000002 ↗ SEC file no. 021-227241 · accession 0001623617-17-000001 · filing 4 of 13 in this offering |
|---|---|
| Raise progress | $189,745,640 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 13, 2017 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 13, 2017. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 121 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: White Oak Partners, LLC and its affiliates will receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 13, 2017) |
| Changes vs previous filing |
Compared with the D/A filed Oct 13, 2016 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 121. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 13, 2016 · amends 0001623617-15-000001 ↗ SEC file no. 021-227241 · accession 0001623617-16-000002 · filing 3 of 13 in this offering |
|---|---|
| Raise progress | $144,963,640 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 13, 2016 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 13, 2016. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 45 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: White Oak Partners, LLC and its affiliates will receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 13, 2016) |
| Changes vs previous filing |
Compared with the D/A filed Oct 13, 2015 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 45. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 13, 2015 · amends 0001623617-14-000001 ↗ SEC file no. 021-227241 · accession 0001623617-15-000001 · filing 2 of 13 in this offering |
|---|---|
| Raise progress | $82,200,000 sold of Indefinite offered · Indefinite remaining · first sale Sep 1, 2014 |
| Filing timing | Date of first sale: Sep 1, 2014 · Original Form D filed: Oct 28, 2014 (57 days after first sale) · This amendment (Form D/A) filed: Oct 13, 2015 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,436 days (12.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 13, 2015. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 5 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) Issuer's note: White Oak Partners, LLC and its affiliates will receive customary management fees and/or performance allocations as described in the Issuer's Confidential Private Placement Memorandum. |
| Signed by | Barbara McKee, Manager of the Issuer's General Partner (Oct 13, 2015) |
| Changes vs previous filing |
Compared with the D filed Oct 28, 2014 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 5. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Oct 28, 2014 SEC file no. 021-227241 · accession 0001623617-14-000001 · filing 1 of 13 in this offering |
|---|---|
| Raise progress | $0 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Yet to occur · Form D filed: Oct 28, 2014 Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Annual amendments | Issuer reported the offering may last more than one year. Most recent amendment for this offering in our index: Oct 20, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 0 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Issuer's note: White Oak Partners, LLC and its affiliates will receive customary management fees and performance allocations based on limited partners' investments in the Issuer. |
| Signed by | Barbara McKee, Managing Member of the Issuer's General Partner (Oct 28, 2014) |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 0. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Amendment filed | File no. | Compared with | What changed (both values as filed) |
|---|---|---|---|
| Oct 20, 2026 EDGAR ↗ | 021-227241 | Oct 20, 2025 D/A | investors: 333 (Oct 20, 2025) → 334 (Oct 20, 2026) · related persons no longer listed (Oct 20, 2026): Charles Bronowski |
| Oct 20, 2025 EDGAR ↗ | 021-227241 | Oct 18, 2024 D/A | investors: 332 (Oct 18, 2024) → 333 (Oct 20, 2025) · related persons added (Oct 20, 2025): Darius Mozaffarian, Charles Bronowski · related persons no longer listed (Oct 20, 2025): Barbara McKee |
| Oct 18, 2024 EDGAR ↗ | 021-227241 | Oct 18, 2023 D/A | investors: 324 (Oct 18, 2023) → 332 (Oct 18, 2024) |
| Oct 18, 2023 EDGAR ↗ | 021-227241 | Oct 18, 2022 D/A | total sold: $435,308,258 (Oct 18, 2022) → $436,986,872 (Oct 18, 2023) · investors: 314 (Oct 18, 2022) → 324 (Oct 18, 2023) |
| Oct 18, 2022 EDGAR ↗ | 021-227241 | Oct 18, 2021 D/A | total sold: $418,596,872 (Oct 18, 2021) → $435,308,258 (Oct 18, 2022) · investors: 298 (Oct 18, 2021) → 314 (Oct 18, 2022) |
| Oct 18, 2021 EDGAR ↗ | 021-227241 | Oct 16, 2020 D/A | total sold: $398,171,872 (Oct 16, 2020) → $418,596,872 (Oct 18, 2021) · investors: 261 (Oct 16, 2020) → 298 (Oct 18, 2021) |
| Oct 16, 2020 EDGAR ↗ | 021-227241 | Oct 16, 2019 D/A | total sold: $376,556,872 (Oct 16, 2019) → $398,171,872 (Oct 16, 2020) · investors: 206 (Oct 16, 2019) → 261 (Oct 16, 2020) |
| Oct 16, 2019 EDGAR ↗ | 021-227241 | Oct 16, 2018 D/A | total sold: $305,425,640 (Oct 16, 2018) → $376,556,872 (Oct 16, 2019) · investors: 169 (Oct 16, 2018) → 206 (Oct 16, 2019) |
| Oct 16, 2018 EDGAR ↗ | 021-227241 | Oct 13, 2017 D/A | total sold: $189,745,640 (Oct 13, 2017) → $305,425,640 (Oct 16, 2018) · investors: 121 (Oct 13, 2017) → 169 (Oct 16, 2018) |
| Oct 13, 2017 EDGAR ↗ | 021-227241 | Oct 13, 2016 D/A | total sold: $144,963,640 (Oct 13, 2016) → $189,745,640 (Oct 13, 2017) · investors: 45 (Oct 13, 2016) → 121 (Oct 13, 2017) |
| Oct 13, 2016 EDGAR ↗ | 021-227241 | Oct 13, 2015 D/A | total sold: $82,200,000 (Oct 13, 2015) → $144,963,640 (Oct 13, 2016) · investors: 5 (Oct 13, 2015) → 45 (Oct 13, 2016) |
| Oct 13, 2015 EDGAR ↗ | 021-227241 | Oct 28, 2014 D | total sold: $0 (Oct 28, 2014) → $82,200,000 (Oct 13, 2015) · investors: 0 (Oct 28, 2014) → 5 (Oct 13, 2015) · date of first sale: Yet to occur (Oct 28, 2014) → Sep 1, 2014 (Oct 13, 2015) · and 1 more (open the filing above) |
Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Oct 20, 2026. Industry as reported, by offering: One offering, reported as Pooled Investment Fund (Oct 28, 2014).
| Name | Relationship | Address state | On filings (first → last) | Also listed on |
|---|---|---|---|---|
| Andre Hakkak | Executive Officer Issuer's note: Manager of the Issuer's General Partner | CA | Oct 28, 2014 → Oct 20, 2026 on 13 of 13 filings listed on the latest filing | 10 other issuers |
| Darius Mozaffarian | Executive Officer Issuer's note: Manager of the Issuer's General Partner | CA | Oct 28, 2014 → Oct 20, 2026 on 3 of 13 filings listed on the latest filing | 3 other issuers |
| White Oak Partners, LLC entity also filed as White Oak Partners; LLC | Promoter Issuer's note: The Issuer's General Partner | CA | Oct 28, 2014 → Oct 20, 2026 on 13 of 13 filings listed on the latest filing | 7 other issuers |
| Charles Bronowski | Executive Officer Issuer's note: Manager of the Issuer's General Partner | CA | Oct 20, 2025 on 1 of 13 filings not listed on the latest filing (Oct 20, 2026) | 1 other issuer |
| Barbara J.S. McKee also filed as Barbara McKee | Executive Officer Issuer's note: Manager of the Issuer's General Partner | CA | Oct 28, 2014 → Oct 18, 2024 on 11 of 13 filings not listed on the latest filing (Oct 20, 2026) | 26 other issuers |
| Ali J.S. Amiry also filed as Ali Amiry | Executive Officer | CA | Oct 28, 2014 on 1 of 13 filings not listed on the latest filing (Oct 20, 2026) | 1 other issuer |
| David J.S. Hackett also filed as David Hackett | Executive Officer | CA | Oct 28, 2014 on 1 of 13 filings not listed on the latest filing (Oct 20, 2026) | 1 other issuer |
Executive officers, directors and promoters as self-reported by the issuer; spelling variants of one person are merged. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Other issuers listing the same people (showing 40 of 49):
Shared address: this business address appears on filings for 4 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet collected.
Sources to be searched: sponsor website, Internet Archive, press index (GDELT), Form ADV. A sponsor's website is known only from an approved profile claim or the issuer's own Form ADV; we never look it up elsewhere and never collect personal or family accounts.
Entity standing: not checked (no official programmatic source for CA yet).
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