White Oak Merchant Partners LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 140142
- Registered since
- September 8, 2006
- Website
- whiteoaksf.com
Firm profile
FINTRXOverview
White Oak Merchant Partners LLC is registered as a limited liability company and is classified in FINTRX as an investment bank. The firm appears on SEC records dating to 2006. Ownership is listed as a mix of a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator, is not an active ESG investor, and is not a multi-state adviser; other labels on the snapshot (pension consultant, related adviser, newly formed adviser) are also marked negative. FINTRX does not supply descriptive entries for the firm’s business activities, advisory services, fee structure or client base, so the firm’s client-facing model and service scope are not detailed in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8
John Humphreys
Managing PartnerCRD 3113792

Monique Romero
FinOpCRD 6712654

John Felix
Managing Director and Head of OriginationsCRD 2370698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 3 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Bridge Street Securities, LLC
Broker-DealerSan Francisco, CA
Brooklands Capital Strategies Bd, LP
Broker-DealerSan Francisco, CA
Denning & Company LLC
Broker-DealerSan Francisco, CA
Union Square Advisors LLC
Broker-DealerSan Francisco, CA
Aquilo Partners, L.P.
Broker-DealerSan Francisco, CA
Bluepath Capital LLC
Broker-DealerSan Francisco, CA