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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