WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,827,400,000
Discretionary
$1,827,400,000
Non-discretionary
$0
Firm details
- CRD number
- 157766
- SEC file number
- 801-72370
- Main office
- WESTERVILLE, OH, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.