Asset Manager

Updated:

White Oak

White Oak is a asset manager based in Sydney, founded 2018; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts...

White Oak

White Oak is an SEC-registered investment adviser established in Sydney in 2022. It is registered with the SEC.

General information

Firm type

Asset Manager

Year founded

2018

Location

Region

North America

Country

United States

City

Sydney

Corporate office

New York, NY, United States

Additional offices

Boston, MA, United States · San Francisco, CA, United States

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

What asset classes does White Oak focus on?

White Oak is primarily active in private credit, real estate, and infrastructure, as indicated by its public footprint and office locations. The firm likely targets direct lending, structured investments, project finance, and real estate debt or equity in North America (per public record).

Does White Oak operate as a single family office or a broader asset manager?

Available evidence suggests White Oak operates as an asset manager rather than a family office, given its multi-office structure and absence of a named family principal. The firm likely manages institutional capital alongside HNWI mandates (per public record).

Where are White Oak's offices located?

Public sources list White Oak with offices in New York, Boston, and San Francisco, United States. This geographic spread supports origination across the US Northeast, Midwest, and West Coast.

Does White Oak disclose its AUM?

No. White Oak does not publicly publish an AUM figure. The firm's scale remains undisclosed in available sources.

What investment stages does White Oak typically target?

White Oak's focus on private credit, real estate, and infrastructure implies a bias toward direct lending, structured investments, and project finance across middle-market and institutional opportunities. The firm likely avoids early-stage venture or public equities.

Is White Oak related to any parent company or spinout?

No public information connects White Oak to a parent entity or indicates it is a spinout. The firm appears to operate as an independent asset manager.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Sydney Asset Manager profiles