# White Oak Global Advisors

White Oak Global Advisors is an Asset Manager based in San Francisco, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2007
- **Assets under management:** $10B – $15B (Altss estimate)
- **Website:** whiteoaksf.com
- **LinkedIn:** https://www.linkedin.com/company/whiteoaksf

## Regulatory record

- **CRD number:** 149659
- **SEC file number:** 801-70433
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149659

## About

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.

## Sectors

- Private Credit
- Real Estate
- Energy Transition & Renewables
- Healthcare Services
- Infrastructure

## People

- Andre Hakkak — Chief Executive Officer & Co-Founder

## 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.

## Related profiles

- [Koninklijke Philips](https://altss.com/profile/koninklijke-philips-nv)

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Last updated: 2026-06-03T20:00:00.000Z

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