White Oak Partners Investment Advisor, LLC

Overview

White Oak Partners Investment Advisor, LLC is an SEC-registered institutional RIA formed as an LLC and registered in 2011. The firm is owned by a combination of a domestic entity and an individual and positions itself as a manager and sponsor of pooled investment vehicles rather than a third-party allocator. Its business model includes acting as a general partner, sponsor and managing member for funds it advises, and FINTRX flags broker-dealer and sponsor relationships among its industry affiliations. Compensation is predominantly a percentage of assets under management with the use of performance-based fees on at least some mandates, which aligns manager economics with investment outcomes. FINTRX notes the firm is not an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives