White Oak Partners Investment Advisor, LLC

White Oak Partners Investment Advisor, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 157766, SEC file...

White Oak Partners Investment Advisor, LLC

White Oak Partners Investment Advisor, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 157766, SEC file 801-72370), with its main office in Westerville, Ohio. Its Form ADV filed on 8 September 2026 reports $1.8B in regulatory assets under management across 8 accounts. The firm reports that it advises one or more private funds. Source: SEC Investment Adviser Public Disclosure, retrieved 14 October 2026.

General information

Firm type

SEC-Registered Investment Adviser

AUM

$1.8B regulatory AUM (Form ADV, September 2026)

Location

Region

North America

Country

United States

City

Westerville

Corporate office

Westerville, OH, United States

What is White Oak Partners Investment Advisor, LLC?

White Oak Partners Investment Advisor, LLC is a sec-registered investment adviser headquartered in Westerville, United States.

Where is White Oak Partners Investment Advisor, LLC headquartered?

White Oak Partners Investment Advisor, LLC is headquartered in Westerville, United States, in the North America region.

What is White Oak Partners Investment Advisor, LLC's assets under management?

White Oak Partners Investment Advisor, LLC reports approximately $1.8B regulatory AUM (Form ADV, September 2026) in assets under management.

What type of firm is White Oak Partners Investment Advisor, LLC?

White Oak Partners Investment Advisor, LLC is classified by Altss as a SEC-Registered Investment Adviser, operating from United States within the North America region.

How does Altss source intelligence on White Oak Partners Investment Advisor, LLC?

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When was White Oak Partners Investment Advisor, LLC's Altss profile last updated?

White Oak Partners Investment Advisor, LLC's source record was modified on October 14, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.

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