We operate under the guiding principle that in order to maximize our own ROI, we must help our partners grow assets, improve profitability, and achieve greater financial success for themselves.

Our investments are not simply passive financial transactions; we are an active strategic partner that adds value with our experience and relationships, without interfering with how our partners manage their firms.

We provide permanent capital and are long-term partners that look to capitalize together on industry trends, innovations, and opportunities.


The financial capital invested by White Oak into a manager’s firm enhances business stability and allows for accelerated growth opportunities.

Our active involvement provides leverage and support to managers, reducing distractions and enabling them to optimize performance by focusing more time and attention on investing.

Our strategic and tactical advice and support reduces business risk and adds to institutional investors’ comfort and confidence about investing with managers.

Additional distribution and capital-raising resources helps grow assets under management and diversify a manager’s investor base.

© 2018 White Oak Equity Partners, LLC

White Oak Equity Partners, LLC is not affiliated with White Oak Global Advisors, LLC.