White Oak Global Advisors is an SEC-registered investment advisor and private credit firm founded in 2007 and headquartered in San Francisco. It specializes in direct lending—originating term loans, asset-based loans, invoice factoring, and trade finance—to small and middle market enterprises across the U.S., Canada, and Europe.
40% of their portfolio is in AI. Their most common stage is series-f (60% of deals). Average disclosed round size is $241.9M (across 4 rounds with reported amounts).
Portfolio
4
Fund Size
$2.3B
Top Stage
Series F
Last 12 Mo
0
Team
Andre A. Hakkak
Founder, Managing Partner & Chief Executive Officer White Oak Global Advisors
Darius J. Mozaffarian
Managing Partner, President & COO White Oak Global Advisors
Nathalie Schallock
Managing Director, Client Solutions White Oak Global Advisors
Paul C. Ahrens
Managing Director, Client Solutions White Oak Global Advisors
Jon Patty
Head of Climate & Impact Investing White Oak Global Advisors
Davy Badel
Global Head of Human Resources White Oak Global Advisors
J. Troy Beatty
General Counsel, White Oak Global Advisors
Portfolio Breakdown
Stage Distribution
Sector Distribution
Portfolio
| Company | Round | Amount | Date |
|---|---|---|---|
 Gupshup | Series F | $240M | Jul 2021 |
 Gupshup | Series F | $340M | Jan 2021 |
 ixigo | Series B | — | Jan 2021 |
| Gupshup | Series F | $100M | Jan 2021 |
 Majestic Steel USA | Unknown | $287.5M | — |
Top Co-Investors
Last updated: 7 October 2026