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White Oak Global Advisors
White Oak Global Advisors is an SEC-registered investment adviser in San Francisco, CA, registered since 2009. The firm manages approximately $5.1 billion in...
White Oak Global Advisors
White Oak Global Advisors is an SEC-registered investment adviser in San Francisco, CA, registered since 2009. The firm manages approximately $5.1 billion in regulatory assets. It has 58 employees and 32 investment advisers.
General information
Firm type
Asset Manager
Year founded
2007
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Andre Hakkak
Chief Executive Officer & Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at White Oak Global Advisors?
Andre Hakkak, as CEO and co-founder, leads the firm's investment committee alongside a senior team that has worked together since the firm's 2007 launch. The investment committee approves all credit facilities above a specified threshold, with Hakkak retaining final authority on deal structuring and portfolio allocation decisions. Day-to-day underwriting is handled by sector-focused deal teams reporting through the committee structure.
How does White Oak source its deal flow?
White Oak sources primarily through its network of private equity sponsor relationships built over 17 years of middle-market lending. The firm also originates directly with non-sponsored companies through its commercial finance subsidiary and industry-specific banking relationships. This dual-channel model — sponsor and direct — reduces reliance on intermediary-led auctions and supports the firm's claim of proprietary origination.
How is White Oak related to its subsidiaries?
White Oak Global Advisors operates as the parent entity, with specialty lending activities conducted through wholly-owned subsidiaries including White Oak Commercial Finance and White Oak Europe. These subsidiaries extend the firm's origination capability into asset-based lending, factoring, and European direct lending, all under the same investment committee and risk framework.
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