We see ourselves as an extension to your back office and your accounting team, meeting your needs by providing customized solutions to help you grow your business.
About Us
We provide private equity firms with institutional fund accounting administration services, outsourced / fractional CFO services, tax compliance and back office support.
Founded on understanding the critical role a fund administrator plays for the efficient operation of a private equity firm, White Oak was built to be the ideal trusted partner. We are proactive, responsive and possess the necessary expertise and experience to handle complex fund formations and transactions.
As a boutique firm, we deliver an elevated level of service.
Why white oak
Why White Oak is your ideal trusted fund administration partner.
Unparalleled
Expertise
We are experts in the fund administration space. With 25 years of combined experience building and managing best in class fund accounting teams and internal back offices, we offer deep institutional-level expertise and experience.
Having worked on the client-side across CFO and Controller roles, the team knows the disappointment of working with an outsourced fund accounting team that fails to meet expectations.
We are a proactive partner who provides operational strength, strategic guidance, unparalleled support, forward thinking and timely deliverables.
Robust Technology
Platform
White Oak has made a substantial investment in Investran, a premier private equity partnership accounting platform that allows us to provide an institutional level of quality and service.
Access to Senior
Management
As a boutique, White Oak provides you with direct access to the executive responsible for your relationship as well as their senior-level expertise for fund accounting and back office management.
NYC
Headquarters
White Oak’s Manhattan location allows us to meet with clients and be present when consultations are requested.
All fund administration tasks are performed locally in NYC, where top-tier, experienced talent is easily accessible.
Our Values
In addition to our business expertise and institutional experience, our core values define who we are and what we stand for.
We see ourselves as an extension to your back office and your accounting team, meeting your needs by providing customized solutions to help you grow your business.
Partnership
We earn your trust as a ‘go-to’ partner by getting the job done right, the first time.
Reliability
We are passionate about our business and committed to over delivering.
Dedication
We prioritize the importance of frequent and open communication.
Transparency
We stand by our word.
Integrity
Partnership
Reliability
We are passionate about our business and committed to over delivering.
Dedication
We prioritize the importance of frequent and open communication.
Transparency
We stand by our word.