White Oak Partners Investment Advisor (WOPIA) specializes in real estate and real estate-related investments for U.S. private investment funds. WOPIA advises on acquiring, rehabilitating, managing, financing, and selling multi-family residential real estate. WOPIA considers risk tolerance, time horizon, tax treatment, and liquidity needs when making investment decisions. WOPIA has a business continuity plan to prevent disruption of services during emergencies.
Assets Under Management$2B
Clients9
AdvisorsN/A
Avg. per Client$220M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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