SEC-Registered Investment Adviser
White Oak Global Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 24, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- August 11, 2009
- Principal office
- 3 Embarcadero Center, Suite 550, San Francisco, CA 94111-4048
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 2
- Website
- whiteoaksf.com
Scale
- Regulatory AUM
- $5.1B
- Attributable to non-US clients
- $2.9B
- Accounts
- 63
- Clients
- 0
- Employees
- 58, 32 in advisory roles
- Private funds advised
- 37
- Private fund gross assets
- $4.8B
- Fund types
- 17 hedge funds, 20 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $437.0M reported sold across them
- Client assets in custody
- $5.4B (63 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- pooled investment vehicles (55); pension and profit sharing plans; state or municipal government entities; insurance companies; corporations or other businesses
- Related persons include
- a broker-dealer, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 24, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.