Caplight Directory>Investors>White Oak Global Advisors>Whiteoaksf


White Oak Global Advisors

White Oak Global Advisors

San Francisco, Californiawhiteoaksf.com

Overview

White Oak Global Advisors is an SEC-registered investment advisor specializing in providing financing solutions to support the growth and business needs of small and medium enterprises (SMEs) throughout their lifecycle. The firm provides small and middle-market businesses with term loans, asset-based loans, invoice factoring, trade finance, equipment financing, and treasury management.

Year Founded

2007

AUM

$6.2B

Portfolio Companies

4

Investments

CompanyDateStageLead
Flextrude Aluminum ShapesJun 2022DebtLead
The Good KitchenAug 2019DebtCo-investor
GetronicsJul 2018DebtCo-investor
GetronicsJul 2017DebtLead

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Unlock portfolio analytics

Sign up to view full sector, stage, and valuation breakdowns for this investor.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Unlock portfolio analytics

Sign up to explore yearly investment trends and funding raised over time.

FAQ

Firmographic Details

HeadquartersSan Francisco, California
Year Founded2007
AUM$6.2B

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.





Caplight Logo




Use CasesInvestorsEmployees

CompaniesAll Companies

LegalPrivacy PolicyTerms of UseBrokerCheckForm CRS


Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.