# White Oak Partners Investment Advisor, LLC

White Oak Partners Investment Advisor, LLC is a SEC-Registered Investment Adviser based in Westerville, United States.

## Overview

- **Organization type:** SEC-Registered Investment Adviser
- **Headquarters:** Westerville, United States
- **Region:** North America
- **Address:** Westerville, OH, United States
- **Assets under management:** $1.8B regulatory AUM (Form ADV, September 2026)

## Regulatory record

- **CRD number:** 157766
- **SEC file number:** 801-72370
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-09-08
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157766

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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