The WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC is a privately held investment adviser that advises $2.02Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 38.93% over the last 5-years.
The Group has been registered with the SEC for 15.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 4960 E. DUBLIN-GRANVILLE ROAD SUITE 500, WESTERVILLE, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 8 investment and 0 non-investment staff. The total number of Employees decreased by 11.11% over the last 5-years.
Their $2.02Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $2.02Bn or 100% of Total Assets.
The Group's top investment strategies include Real Estate and Multi Strat, representing 88.17% and 11.83% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 5 Fund Auditors, 0 Prime Brokers, 0 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 8 private funds with $2.02Bn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.