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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 11, 2025
Branch Offices: 2
LEI: 5493007LZ2BVMVZVNX47

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
Altieri, Diane	I	CHIEF OPERATING OFFICER	NA	Control
BEATTY, JOHN, TROY	I	CHIEF COMPLIANCE OFFICER AND ASSOCIATE GENERAL COUNSEL	NA
BEATTY, JOHN, TROY	I	CHIEF COMPLIANCE OFFICER AND ASSOCIATE GENERAL COUNSEL	NA
BEATTY, JOHN, TROY	I	CHIEF COMPLIANCE OFFICER AND ASSOCIATE GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
BEATTY, JOHN, TROY	I	GENERAL COUNSEL	NA	Control
Bronowski, Charles, P	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CAUDILL, MATTHEW, DAVID	I	GENERAL COUNSEL	NA	Control
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
CHRISTOFILIS, CHARLES, ANTHONY	I	CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL	NA
DOWLING, PATRICK, HENRY	I	SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
DOWLING, PATRICK, HENRY	I	SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	Control
DUFF, PHILIP, NICHOLAS	I	MANAGING MEMBER	NA	Control
DUFF, PHILIP, NICHOLAS	I	MANAGING MEMBER	NA	Control
DUFF, PHILIP, NICHOLAS	I	MANAGING MEMBER	NA	Control
DUFF, PHILIP, NICHOLAS	I	MANAGING MEMBER	NA	Control
GOODWIN, TIMOTHY, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOODWIN, TIMOTHY, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOODWIN, TIMOTHY, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOODWIN, TIMOTHY, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOODWIN, TIMOTHY, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOODWIN, TIMOTHY, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOODWIN, TIMOTHY, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
HACKETT, DAVID, BRUCE	I	PRINCIPAL	NA	Control
HACKETT, DAVID, BRUCE	I	PRINCIPAL	NA	Control
HACKETT, DAVID, BRUCE	I	PRINCIPAL	NA	Control
HACKETT, DAVID, BRUCE	I	PRINCIPAL	NA	Control
HACKETT, DAVID, BRUCE	I	PRINCIPAL	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HACKETT, DAVID, BRUCE	I	PARTNER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MANAGER	NA	Control
HAKKAK, ANDRE, AMIN	I	MANAGING PARTNER & ELECTED MANAGER	NA	Control
HANNETT, CELINE, MARIA	I	CHIEF FINANCIAL OFFICER	NA	Control
HANNETT, CELINE, MARIA	I	CHIEF FINANCIAL OFFICER	NA	Control
HANNETT, CELINE, MARIA	I	CHIEF FINANCIAL OFFICER	NA	Control
HANNETT, CELINE, MARIA	I	CHIEF FINANCIAL OFFICER	NA	Control
HANNETT, CELINE, MARIA	I	CHIEF FINANCIAL OFFICER	NA	Control
HANNETT, CELINE, MARIA	I	CHIEF FINANCIAL OFFICER	NA	Control
HANNETT, CELINE, MARIA	I	CHIEF FINANCIAL OFFICER	NA	Control
HANNETT, CELINE, MARIA	I	CHIEF FINANCIAL OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS, JOHN, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
JEPSON, HELENE, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
JEPSON, HELENE, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
JEPSON, HELENE, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
JEPSON, HELENE, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
JEPSON, HELENE, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
LEMIEUX, ERIC	I	CHIEF RISK OFFICER	NA	Control
LISLE, JEFFREY, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
LISLE, JEFFREY, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
LISLE, JEFFREY, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
LUND, DAVID, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARNTER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING PARTNER & ELECTED MEMBER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER & ELECTED MANAGER	NA	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	PARTNER & ELECTED MANAGER	NA	Control
PASCO, NICOMEDES, INOCENCIO	I	MANAGING DIRECTOR OF FINANCE	NA	Control
PASCO, NICOMEDES, INOCENCIO	I	MANAGING MEMBER AND PORTFOLIO MANAGER	NA	Control
PASCO, NICOMEDES, INOCENCIO	I	MANAGING DIRECTOR OF FINANCE	NA	Control
PASCO, NICOMEDES, INOCENCIO	I	MANAGING DIRECTOR OF FINANCE	NA	Control
PASCO, NICOMEDES, INOCENCIO	I	MANAGING MEMBER AND PORTFOLIO MANAGER	NA	Control
RAY, DAVE	I	GENERAL COUNSEL	NA
RAY, DAVE	I	GENERAL COUNSEL	NA
RAY, DAVE	I	GENERAL COUNSEL	NA
RAY, DAVE	I	GENERAL COUNSEL	NA
RAY, DAVE	I	GENERAL COUNSEL	NA
RAY, DAVE	I	GENERAL COUNSEL	NA
RAY, DAVE	I	GENERAL COUNSEL	NA
RAY, DAVE	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA
RAY, DAVE	I	GENERAL COUNSEL	NA
RAY, DAVE	I	GENERAL COUNSEL	NA	Control
RAY, DAVE	I	GENERAL COUNSEL	NA	Control
Rha, Won, Kyoung	I	CHIEF COMPLIANCE OFFICER	NA	Control
Rha, Won, Kyoung	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, ERIC, A.	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, A.	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, A.	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, A.	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, A.	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, A.	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, A.	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, A.	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
SNYDER, ERIC, ADAMS	I	CHIEF ACCOUNTING OFFICER	NA	Control
TAYLOR, MICAH, ANTHONY	I	CHIEF COMPLIANCE OFFICER	NA
TAYLOR, MICAH, ANTHONY	I	CHIEF COMPLIANCE OFFICER	NA
THRIFT, JACK, ANTHONY	I	CHIEF COMPLIANCE OFFICER	NA
THRIFT, JACK, ANTHONY	I	CHIEF OPERATING OFFICER	NA
WHITE OAK FINANCE, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCE, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE SHAREHOLDER OF REGISTRANT	E
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
WHITE OAK FINANCIAL, LLC	DE	SOLE MEMBER	E	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER	D	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
HAKKAK, ANDRE, AMIN	I	MANAGING MEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER	C	Control
MASTERS, KENNETH, MITCHELL	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
MASTERS, KENNETH, MITCHELL	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
MASTERS, KENNETH, MITCHELL	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
MASTERS, KENNETH, MITCHELL	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
MASTERS, KENNETH, MITCHELL	I	MANAGING MEMBER AND PORTFOLIO MANAGER	C	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER AND PORTFOLIO MANAGER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
MCKEE, BARBARA, JEAN SCHASSAR	I	MANAGING MEMBER	B	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	A	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	A	Control
HACKETT, DAVID, BRUCE	I	HEAD OF UNDERWRITING	A	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	A	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	A	Control
MOZAFFARIAN, DARIUS, JOSEPH	I	HEAD OF ORIGINATIONS	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	E	Control
WHITE OAK FINANCIAL, LLC	DE	WHITE OAK GLOBAL ADVISORS, LLC	E	Control
WHITE OAK FINANCIAL, LLC	DE	WHITE OAK GLOBAL ADVISORS, LLC	E	Control
WHITE OAK FINANCIAL, LLC	DE	WHITE OAK GLOBAL ADVISORS, LLC	E	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control
HAKKAK, ANDRE, AMIN	I	WHITE OAK FINANCIAL, LLC	D	Control

Registrations

Federal

Nov 11, 2025 REGISTERED

Notice Filings (7)

CA CO FL GA IL NY TX

Address

3 EMBARCADERO CENTER
SUITE 550
SAN FRANCISCO, CA 94111-4048
United States

Phone: 415-644-4100