WHITE OAK GLOBAL ADVISORS, LLC
CRD #149659 SEC #801-70433 SAN FRANCISCO, CA 415-644-4100
SEC Registered Private Funds
Total AUM
$5.4B
Discretionary
$5.4B
Employees
63
Clients
--
Accounts
63
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $5.4B | $5.4B | $0 | 63 | 0 |
| Mar 2025 | $5.4B | $5.4B | $0 | 63 | 0 |
| Feb 2025 | $6.2B | $6.2B | $0 | 77 | 0 |
| Feb 2025 | $6.2B | $6.2B | $0 | 77 | 0 |
| Feb 2025 | $6.2B | $6.2B | $0 | 77 | 0 |
| Mar 2024 | $6.2B | $6.2B | $0 | 77 | 0 |
| Jun 2023 | $6.4B | $6.4B | $0 | 51 | 0 |
| Mar 2023 | $6.4B | $6.4B | $0 | 51 | 0 |
| Nov 2022 | $7B | $7B | $0 | 55 | 0 |
| Sep 2022 | $7B | $7B | $0 | 55 | 0 |
| Jun 2022 | $7B | $7B | $0 | 55 | 0 |
| Mar 2022 | $7B | $7B | $0 | 55 | 0 |
| Jun 2021 | $7B | $7B | $0 | 48 | 0 |
| Mar 2021 | $7B | $7B | $0 | 48 | 0 |
| Nov 2020 | $6.3B | $6.3B | $0 | 83 | 0 |
| Oct 2020 | $6.3B | $6.3B | $0 | 83 | 0 |
| Mar 2020 | $6.3B | $6.3B | $0 | 83 | 0 |
| Nov 2019 | $5.5B | $5.5B | $0 | 79 | 0 |
| Jun 2019 | $5.5B | $5.5B | $0 | 79 | 0 |
| Jun 2019 | $5.5B | $5.5B | $0 | 79 | 0 |
| Mar 2019 | $5.5B | $5.5B | $0 | 79 | 0 |
| Mar 2018 | $3.6B | $3.6B | $0 | 74 | 0 |
| Sep 2017 | $3.1B | $3.1B | $0 | 77 | 26 |
| Mar 2017 | $2.9B | $2.9B | $0 | 69 | 26 |
| Dec 2016 | $2.3B | $2.2B | $102.5M | 56 | 26 |
| Sep 2016 | $2.3B | $2.2B | $102.5M | 56 | 26 |
| Aug 2016 | $2.3B | $2.2B | $102.5M | 56 | 26 |
| Jul 2016 | $2.3B | $2.2B | $102.5M | 56 | 26 |
| May 2016 | $2.3B | $2.2B | $102.5M | 56 | 26 |
| Mar 2016 | $2.3B | $2.2B | $102.5M | 56 | 26 |
| Jan 2016 | $1.6B | $1.6B | $0 | 48 | 26 |
| Oct 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| Sep 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| Aug 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| Aug 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| May 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| May 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| May 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| Mar 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| Mar 2015 | $1.6B | $1.6B | $0 | 48 | 26 |
| Dec 2014 | $1.1B | $1.1B | $0 | 39 | 26 |
| Dec 2014 | $1.1B | $1.1B | $0 | 39 | 26 |
| Oct 2014 | $1.1B | $1.1B | $0 | 39 | 26 |
| May 2014 | $1.1B | $1.1B | $0 | 39 | 26 |
| Mar 2014 | $1.1B | $1.1B | $0 | 39 | 26 |
| Dec 2013 | $1B | $1B | $0 | 29 | 26 |
| Oct 2013 | $1B | $1B | $0 | 29 | 26 |
| Aug 2013 | $1B | $1B | $0 | 29 | 26 |
| Mar 2013 | $795M | $795M | $0 | 29 | 26 |
| Mar 2013 | $795M | $795M | $0 | 29 | 26 |
| Nov 2012 | $642.5M | $642.5M | $0 | 27 | 11 |
| Oct 2012 | $642.5M | $642.5M | $0 | 11 | 11 |
| Mar 2012 | $642.5M | $642.5M | $0 | 11 | 11 |
| Feb 2012 | $664.9M | $664.9M | $0 | 11 | 11 |
| May 2011 | $473.5M | $473.5M | $0 | -- | -- |
| Mar 2011 | $473.5M | $473.5M | $0 | -- | -- |
| Oct 2010 | $252.6M | $252.6M | $0 | -- | -- |
| Sep 2010 | $252.6M | $252.6M | $0 | -- | -- |
| Mar 2010 | $252.6M | $252.6M | $0 | -- | -- |
DateNov 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees63
Clients0
DateMar 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees63
Clients0
DateFeb 2025
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees77
Clients0
DateFeb 2025
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees77
Clients0
DateFeb 2025
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees77
Clients0
DateMar 2024
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees77
Clients0
DateJun 2023
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees51
Clients0
DateMar 2023
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees51
Clients0
DateNov 2022
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees55
Clients0
DateSep 2022
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees55
Clients0
DateJun 2022
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees55
Clients0
DateMar 2022
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees55
Clients0
DateJun 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees48
Clients0
DateMar 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees48
Clients0
DateNov 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees83
Clients0
DateOct 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees83
Clients0
DateMar 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees83
Clients0
DateNov 2019
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees79
Clients0
DateJun 2019
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees79
Clients0
DateJun 2019
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees79
Clients0
DateMar 2019
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees79
Clients0
DateMar 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees74
Clients0
DateSep 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees77
Clients26
DateMar 2017
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees69
Clients26
DateDec 2016
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$102.5M
Employees56
Clients26
DateSep 2016
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$102.5M
Employees56
Clients26
DateAug 2016
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$102.5M
Employees56
Clients26
DateJul 2016
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$102.5M
Employees56
Clients26
DateMay 2016
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$102.5M
Employees56
Clients26
DateMar 2016
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$102.5M
Employees56
Clients26
DateJan 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateOct 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateSep 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateAug 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateAug 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateMay 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateMay 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateMay 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients26
DateDec 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees39
Clients26
DateDec 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees39
Clients26
DateOct 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees39
Clients26
DateMay 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees39
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees39
Clients26
DateDec 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees29
Clients26
DateOct 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees29
Clients26
DateAug 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees29
Clients26
DateMar 2013
Total AUM$795M
Discretionary$795M
Non-Disc.$0
Employees29
Clients26
DateMar 2013
Total AUM$795M
Discretionary$795M
Non-Disc.$0
Employees29
Clients26
DateNov 2012
Total AUM$642.5M
Discretionary$642.5M
Non-Disc.$0
Employees27
Clients11
DateOct 2012
Total AUM$642.5M
Discretionary$642.5M
Non-Disc.$0
Employees11
Clients11
DateMar 2012
Total AUM$642.5M
Discretionary$642.5M
Non-Disc.$0
Employees11
Clients11
DateFeb 2012
Total AUM$664.9M
Discretionary$664.9M
Non-Disc.$0
Employees11
Clients11
DateMay 2011
Total AUM$473.5M
Discretionary$473.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$473.5M
Discretionary$473.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees--
Clients--