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 a privately held investment manager organized as an LLC and registered with the SEC since 2009. The firm operates across hedge fund and private equity strategies and describes itself as a multifaceted fund manager that serves institutional clients. Its fee model blends asset-based fees with performance-based compensation. Advisory services include portfolio management for individuals and small businesses, pooled investment vehicles, and institutional accounts. The firm also acts in sponsor and general partner roles for pooled vehicles and maintains broker-dealer affiliations. The firm reports being an active ESG investor and is not structured as a capital allocator. Its business model combines directly managed private funds with sponsor-level roles in externally focused pooled vehicles.