White Oak Merchant Partners LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
140142
Registered since
September 8, 2006

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • John Humphreys

    John Humphreys

    Managing PartnerCRD 3113792

  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • John Felix

    John Felix

    Managing Director and Head of OriginationsCRD 2370698

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth