White Oak Partners Investment Advisor, LLC

White Oak Partners Investment Advisor, LLC, established in June 2011, specializes in providing discretionary investment advisory services to U.S. private investment funds focused on real estate and real estate-related investments. The firm, based in Ohio, is a subsidiary of White Oak Partners, LLC. With approximately $1.96 billion in discretionary assets under management as of December 31, 2024, WOPIA offers co-investment opportunities in real estate projects through joint venture arrangements. The firm's investment strategy emphasizes acquiring, rehabilitating, managing, financing, and disposing of equity interests in multi-family residential real estate. WOPIA tailors client portfolios based on individual investment objectives, risk tolerance, and other relevant guidelines. The firm's business continuity plan ensures uninterrupted advisory services during emergencies. Fee structures are negotiated per fund and typically include acquisition and asset management fees. Performance-based fees, such as carried interest, may apply. WOPIA does not participate in wrap fee programs and has no disciplinary history. The firm's Code of Ethics upholds ethical standards and compliance with securities laws. WOPIA exercises investment discretion within client-defined parameters and provides regular account reviews and financial statements to clients.