WHITE OAK GLOBAL ADVISORS, LLC
WHITE OAK GLOBAL ADVISORS, LLC is a Series C+ fund in the US, Canada and Europe writing $50M–$1B checks into private-credit, direct-lending, specialty-finance and esg.
- Stages
- Series C+
- Sectors
- private-credit, direct-lending, specialty-finance, esg
- Check size
- $50M–$1B
- Invests in
- US-wide, Canada, Europe
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2007
- Assets under management
- $5.10B
Thesis
White Oak Global Advisors, LLC (WOGA) is a private credit firm founded in 2007, headquartered in San Francisco, California. With over $5.10 billion in AUM as of December 31, 2025, WOGA provides tailored capital and credit products to growing small and middle-market businesses. Their investment strategy centers on direct lending, focusing on senior-secured term loans to lower middle-market companies, with an emphasis on first-lien positions. They offer a comprehensive suite of flexible lending solutions, including cash flow loans, asset-based term loans, DIP financing, and various forms of specialty finance like invoice discounting and inventory financing. WOGA operates with a geographic focus across the United States, Canada, and Europe, maintaining offices in major cities in these regions. The firm also engages in ESG-aligned investing when mandated. Since inception, WOGA has deployed over $20 billion in capital across more than a thousand companies.
Common questions
Does WHITE OAK GLOBAL ADVISORS, LLC invest at the Series C+ stage?
Yes. WHITE OAK GLOBAL ADVISORS, LLC lists Series C+ among the stages it invests in.
What check size does WHITE OAK GLOBAL ADVISORS, LLC write?
WHITE OAK GLOBAL ADVISORS, LLC writes $50M–$1B checks.
Where does WHITE OAK GLOBAL ADVISORS, LLC invest?
WHITE OAK GLOBAL ADVISORS, LLC invests in the US, Canada and Europe.