Form D · Hedge Fund

White Oak Pinnacle Fund, L.P.

San Francisco, CA · CIK 0001537674

Offering snapshot reported Sep 9, 2014 · SEC filing

Reported sold: $2.36B
Investors reported: 92
Minimum accepted: $5M
First sale: Mar 19, 2012

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$101,667,000 → $2,362,612,000
Reported investors5 → 92

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 9, 2014	Amendment	$2,362,612,000	$2,260,945,000vs Feb 28, 2013	92	SEC filing
Feb 28, 2013	Amendment	$101,667,000	No comparison	5	SEC filing
Jan 12, 2012	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-171632

White Oak Global Advisors, LLC (the "IM") has agreed to pay McMorgan & Co, as compensation for its solicitation services, a percentage of the fees received with plans having assets managed in the IM's direct lending investment strategies.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
McMorgan & Company Capital Advisors LLC	137222	John Sataguida · CRD 5004531

Source: Form D, filed Sep 9, 2014. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WHITE OAK PINNACLE FUND, L.P.

Investment adviser: WHITE OAK GLOBAL ADVISORS, LLC

Gross asset value: $199M
Beneficial owners: 87
ADV minimum commitment: $5M

Reported in Form ADV on Sep 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI INVESTMENTS GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States

Custodian BMO BANK CHICAGO, Illinois, United States Related to adviser: No

Custodian DIGITAL TRUST LAS VEGAS, Nevada, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE
PCAOB 34

Filing source

Form ADV 2134614 · Sep 24, 2026 · Schedule D 7.B.(1), fund 805-3405292763

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Andre Amin Hakkak	Executive
Barbara J. S. Mc Kee	Executive
N/A White Oak Partners, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O White Oak Partners, Llc 3 Embarcadero Center, Suite 550
San Francisco, CA, 94111