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WHITE OAK GLOBAL ADVISORS, LLC
CRD 149659 · SEC 801-70433
3 EMBARCADERO CENTER, SUITE 550, SAN FRANCISCO, CA, 94111-4048, United States
Phone
415-644-4100
Fax
415-644-4199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.11B
Discretionary AUM
$5.11B
Team
58 total employees; 32 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 55 | $4.84B |
States served
CA, NY, FL
All web addresses on file
Official SEC filing: View on IAPD