# White Oak Partners LLC

White Oak Partners LLC is a Private Equity based in Durham, NC, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Durham, NC, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** https://www.whiteoakpartnersllc.com
- **LinkedIn:** https://www.linkedin.com/company/white-oak-equity-partners

## Regulatory record

- **Reports private funds:** No

## About

White Oak Equity Partners is a private equity firm that invests in hedge fund firms with less than $2B in assets under management. It purchases interests in these firms and plays a strategic role in their growth. The firm has made 6 investments, including a Series B investment in Kepler Analytics on February 14, 2022.

## Questions

### Is White Oak Equity Partners related to White Oak Global Advisors?

Despite the shared naming convention, no public record establishes a corporate affiliation between White Oak Equity Partners and White Oak Global Advisors, the San Francisco-based private credit manager. The two firms operate in different segments — private equity versus private credit — and maintain separate legal, regulatory, and operational structures. Allocators evaluating either entity should treat them as fully independent counterparties.

### Does White Oak Equity Partners disclose its assets under management?

No. White Oak Equity Partners does not publish an AUM figure or total capital-raised number across public filings, its website, or industry databases. The firm's lack of a publicly visible fundraise announcement or regulatory filing with a stated fund size makes independent verification impossible. Allocators seeking a specific capital-base figure must request it directly.

### What distinguishes White Oak Equity Partners from other lower-mid-market PE firms?

The firm's explicit emphasis on management buyouts as a named, co-equal strategy alongside traditional buyouts is operationally significant. Most lower-mid-market firms treat MBOs as ad hoc opportunities; White Oak's inclusion of the term in its strategy taxonomy signals dedicated sourcing and underwriting expertise around insider-succession transactions, which carry distinct governance, financing, and incentive-structure complexity compared to third-party acquisitions.

## Related profiles

- [Wharf Street](https://altss.com/profile/wharf-street)
- [Wildflower Financial](https://altss.com/profile/wildflower-capital)

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Last updated: 2026-07-08T23:58:51.208Z

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