The White Oak Impact Fund, managed by White Oak Global Advisors, is a direct lending fund designed to support small and medium-sized enterprises (SMEs) while integrating Environmental, Social, and Governance (ESG) principles. With a fund size of $339 million, it plays a crucial role in providing customized financing solutions.
White Oak Global Advisors, the firm managing the White Oak Impact Fund, has been involved in multiple legal disputes:
- New York State Nurses Association Pension Plan Case (2024)
- The U.S. Court of Appeals for the Second Circuit addressed a dispute regarding ERISA claims and an arbitral award.
- The case involved the pension fund trustees challenging White Oak’s handling of investments.
- Digital Gadgets Lawsuit
- White Oak was sued for allegedly breaching an agreement to lend money.
- The court ruled in favor of White Oak, citing strong documentary evidence.
- Case Against Thomas M. Clarke & Others
- White Oak filed a lawsuit against Clarke and associates in a trustee-related matter.
- Details remain limited, but the case is ongoing.
Despite legal challenges, White Oak Global Advisors continues managing its investment strategies, including the $339M White Oak Impact Fund, which focuses on direct lending and ESG-driven investments.
1. White Oak Impact Fund Overview
| Fund Details | Information |
|---|---|
| Fund Type | Direct Lending |
| Fund Manager | White Oak Global Advisors |
| Fund Size | $339 Million |
| Fund Status | Open |
| Fund Domicile | Luxembourg |
| Manager Location | San Francisco, California, USA |
| Former Name | White Oak ESG Fund |
2. Investment Strategy & Industry Focus
| Investment Focus | Description |
|---|---|
| Industry Coverage | SMEs across various sectors |
| Investment Philosophy | ESG-driven, impact-focused |
| Financing Types | Direct lending, structured credit |
| Deal Type | Private debt, growth capital |
White Oak Impact Fund aims to provide growth capital to SMEs while ensuring sustainable and responsible investing practices.
3. About White Oak Global Advisors
| Firm Details | Information |
|---|---|
| Company Name | White Oak Global Advisors |
| Founded | 2007 |
| Headquarters | San Francisco, CA, USA |
| Core Services | Direct lending, credit advisory, debt capital solutions |
White Oak Global Advisors is an SEC-registered investment firm specializing in providing financing solutions that help SMEs scale and grow.
4. Fund Performance & Returns Data
| Performance Metrics | Definition |
|---|---|
| IRR (%) | Internal Rate of Return on investments |
| DPI (x) | Distributions to Paid-In capital ratio |
| RVPI (x) | Residual Value to Paid-In capital ratio |
| TVPI (x) | Total Value to Paid-In capital ratio |
These metrics help investors evaluate fund performance, cash flow, and return potential.
5. Recent News & Legal Challenges
| Legal Case | Details |
|---|---|
| White Oak Lawsuit | White Oak sued Marsh for $143M over insurance misrepresentation regarding Greensill Capital. |
| Ex-Manager Payout | Court ruled that White Oak must compensate a former managing director for up to $143M. |
Despite legal challenges, White Oak Global Advisors remains focused on delivering strong financial solutions for SMEs.
6. Future Outlook & Industry Impact
| Key Factor | Impact on White Oak Impact Fund |
|---|---|
| SME Growth Trends | Increased demand for flexible financing |
| ESG Investing Popularity | Strengthens fund’s attractiveness |
| Regulatory Compliance | Aligning with global ESG standards |
White Oak Impact Fund is positioned for continued growth, leveraging its expertise in direct lending and impact investing.
White Oak Impact Fund FAQs
What is White Oak Impact Fund?
A direct lending fund that provides financing solutions to small and medium-sized enterprises (SMEs).
Who manages White Oak Impact Fund?
It is managed by White Oak Global Advisors, an investment firm based in San Francisco.
Where is White Oak Impact Fund domiciled?
The fund is domiciled in Luxembourg.
What is White Oak Impact Fund’s size?
The fund has a total size of $339 million.
What type of fund is White Oak Impact Fund?
It is a Direct Lending Fund, focusing on private debt investments.
What is the status of White Oak Impact Fund?
The fund is currently open for investment.
Conclusion
The White Oak Impact Fund stands out as a leading direct lending fund with a focus on ESG principles and SME support. While the firm has faced some legal hurdles, its commitment to impact investing and sustainable financing keeps it competitive.
🔹 For more details, visit: White Oak Global Advisors Website