WHITE OAK GLOBAL ADVISORS, LLC

RIASEC RegisteredEst. 2009

Total AUM

$5.1B

Discretionary

$5.1B

100% of AUM

Avg account

$81M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 149659
Registered since: August 11, 2009
Website: whiteoaksf.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles94.78%
Insurance Companies2.36%
Pension & Profit Sharing Plans1.1%
State / Municipal Government1.05%
Corporations / Businesses0.7%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

White Oak Global Advisors, LLC is an SEC-registered investment manager organized as an LLC and operating since 2009. It functions as a multifaceted fund manager with product lines that include private equity and hedge fund strategies. The firm’s clients skew institutional, although its advisory activities cover portfolio management for individuals and small businesses as well as pooled investment vehicles and institutional accounts. Compensation structures combine a percentage-of-AUM fee with performance-based fees. The firm identifies as an active ESG investor and maintains industry roles beyond pure advisory work, including broker-dealer connections and serving as sponsor/GP or managing member of pooled investment vehicles.