WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
SEC file number 801-72370
· WESTERVILLE, Ohio
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.17B
Discretionary AUM
$2.17B
Employees
11
Clients
—
Firm
- Address
- 4960 E. DUBLIN-GRANVILLE ROAD
WESTERVILLE, Ohio 43081 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- White Oak Fixed Income Fund C, L.P. High name-match confidence · CIK 1623617 · California
- White Oak Impact Fund, SCSp High name-match confidence · CIK 1815186 · Luxembourg
- White Oak Landing Four, LP High name-match confidence · CIK 2143421 · Alabama
- White Oak Partners Fund I, L.P. High name-match confidence · CIK 1579455 · California
- White Oaks Aggressive Growth Fund, LLC High name-match confidence · CIK 1299869 · Florida
- WHITE OAKS AGGRESSIVE GROWTH FUND SP High name-match confidence · CIK 1672804 · Cayman Islands
- White Oaks Alternative Strategies Fund, LLC High name-match confidence · CIK 1299868 · Florida
- WHITE OAKS ALTERNATIVE STRATEGIES FUND SP High name-match confidence · CIK 1672801 · Cayman Islands
- White Oaks Flexible Strategies Fund, LLC High name-match confidence · CIK 1507760 · Florida
- White Oaks Flexible Strategies Fund SP High name-match confidence · CIK 1672814 · Cayman Islands
- White Oaks Low Volatility Fund, LLC High name-match confidence · CIK 1299872 · Florida
- White Oaks Low Volatility Fund SP High name-match confidence · CIK 1672812 · Cayman Islands
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White Oak Fixed Income Fund C, L.P. · D/A · Oct 20, 2026
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White Oaks Low Volatility Fund, LLC · D/A · Sep 15, 2026
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White Oaks Low Volatility Fund SP · D/A · Sep 15, 2026
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White Oaks Flexible Strategies Fund SP · D/A · Sep 15, 2026
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White Oaks Alternative Strategies Fund, LLC · D/A · Sep 15, 2026
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WHITE OAKS ALTERNATIVE STRATEGIES FUND SP · D/A · Sep 15, 2026
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WHITE OAKS AGGRESSIVE GROWTH FUND SP · D/A · Sep 15, 2026
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White Oaks Flexible Strategies Fund, LLC · D/A · Sep 14, 2026
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White Oaks Aggressive Growth Fund, LLC · D/A · Sep 14, 2026
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White Oak Landing Four, LP · D · Jul 7, 2026$2.6M
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White Oak Partners Fund I, L.P. · D/A · Jun 23, 2026
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White Oak Impact Fund, SCSp · D/A · Jun 22, 2026
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White Oak Fixed Income Fund C, L.P. · D/A · Oct 20, 2025
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White Oaks Low Volatility Fund, LLC · D/A · Sep 11, 2025
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White Oaks Low Volatility Fund SP · D/A · Sep 11, 2025
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White Oaks Flexible Strategies Fund, LLC · D/A · Sep 11, 2025
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White Oaks Flexible Strategies Fund SP · D/A · Sep 11, 2025
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White Oaks Alternative Strategies Fund, LLC · D/A · Sep 11, 2025
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White Oaks Aggressive Growth Fund, LLC · D/A · Sep 11, 2025
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WHITE OAKS ALTERNATIVE STRATEGIES FUND SP · D/A · Sep 11, 2025
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WHITE OAKS AGGRESSIVE GROWTH FUND SP · D/A · Sep 11, 2025
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White Oak Partners Fund I, L.P. · D/A · Jun 23, 2025
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White Oak Impact Fund, SCSp · D/A · Jun 18, 2025