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SEC Form D · filed July 15, 2015

White Oak Summit Term Fund, LP

Offering
$500.0M
Sold
$21.7M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
SAN FRANCISCO, CA
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (10)

Andre J. Hakkak · San Francisco, CAExecBarbara J. Mckee · San Francisco, CAExecWhite Oak Partners 2, LLC · San Francisco, CAExec · PromoterWhite Oak Global Advisors, LLC · San Francisco, CAExec · PromoterCarol Schnugg · La Jolla, CAExec · PromoterR. P. Reiter, Jr · NEW CANAAN, CTExecKevin J. Frerich · ENGLEWOOD, NJExec · PromoterPaul P. Schilpp · NEW CANAAN, CTExecEdwin J. Burke · GREENWICH, CTExecWhite Oak Global Advisors, LLC · San Francisco, CAExec · Promoter

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