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WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
CRD 157766 · SEC 801-72370
4960 E. DUBLIN-GRANVILLE ROAD, SUITE 500, WESTERVILLE, OH, 43081, United States
Phone
614-741-7600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.83B
Discretionary AUM
$1.83B
Team
8 total employees; 8 advisory reps
Clients
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Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
PORTFOLIO MANAGEMENT FOR JOINT VENTURES
States served
OH
Official SEC filing: View on IAPD