Private Market View

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Other · WESTERVILLE, OH

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC is a other based in WESTERVILLE, OH.

Registered with the SEC

Form ADV · 2026-03 · CRD 157766
Regulatory AUM
Private fund assets
$2.0B
Private funds
8 · 8 real estate
Staff
8
Registered office
WESTERVILLE, OH
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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