White Oak Global Advisors (WOGA) provides investment advice and management to privately placed investment funds and separately managed accounts. WOGA focuses on direct lending strategies, connecting companies seeking financing with investors seeking yield. WOGA also manages cash for institutions and portfolios of non-securities for individuals. WOGA's investment committee reviews material investment parameters, including collateral.
Fee Structure
White Oak Global Advisors manages investments through private funds and separate accounts. Fees for these services are based on a percentage of assets under management or capital commitment, generally between 1% and 2% for funds and between 0.95% and 1.75% for separate accounts. Clients also pay performance-based compensation of 10-20% of annual returns, net of management fees. Fees may be negotiable, and discounts or waivers may be applied to certain investors or accounts.