WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
CRD #157766 SEC #801-72370 WESTERVILLE, OH 614-741-7600
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$2B
Employees
9
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $2B | $0 | 9 | 0 |
| Mar 2024 | $2.2B | $2.2B | $0 | 11 | 0 |
| Mar 2023 | $2.7B | $2.7B | $0 | 9 | 0 |
| Mar 2022 | $2.4B | $2.4B | $0 | 9 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 9 | 0 |
| Mar 2020 | $1.3B | $1.3B | $0 | 9 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 6 | 10 |
| May 2018 | $1B | $1B | $0 | 6 | 12 |
| Mar 2018 | $1B | $1B | $0 | 6 | 12 |
| Sep 2017 | $591M | $591M | $0 | 7 | 1 |
| Mar 2017 | $591M | $591M | $0 | 7 | 1 |
| Aug 2016 | $362.6M | $362.6M | $0 | 6 | 1 |
| Mar 2016 | $362.6M | $362.6M | $0 | 6 | 1 |
| Jul 2015 | $268.5M | $268.5M | $0 | 7 | 1 |
| Mar 2015 | $268.5M | $268.5M | $0 | 7 | 1 |
| Jan 2015 | $147.7M | $147.7M | $0 | 4 | 1 |
| Aug 2014 | $147.7M | $147.7M | $0 | 4 | 1 |
| Mar 2014 | $120.3M | $120.3M | $0 | 4 | 1 |
| Aug 2013 | $63.7M | $63.7M | $0 | 5 | 1 |
| Mar 2013 | $63.7M | $63.7M | $0 | 5 | 1 |
| Mar 2013 | $63.7M | $63.7M | $0 | 5 | 1 |
| Mar 2012 | $25.8M | $25.8M | $0 | 11 | 1 |
| Jun 2011 | $25.8M | $25.8M | $0 | -- | -- |
| May 2011 | $6.5M | $6.5M | $0 | -- | -- |
| May 2011 | $6.5M | $6.5M | $0 | -- | -- |
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients10
DateMay 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients12
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients12
DateSep 2017
Total AUM$591M
Discretionary$591M
Non-Disc.$0
Employees7
Clients1
DateMar 2017
Total AUM$591M
Discretionary$591M
Non-Disc.$0
Employees7
Clients1
DateAug 2016
Total AUM$362.6M
Discretionary$362.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$362.6M
Discretionary$362.6M
Non-Disc.$0
Employees6
Clients1
DateJul 2015
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2015
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees7
Clients1
DateJan 2015
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees4
Clients1
DateAug 2014
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$120.3M
Discretionary$120.3M
Non-Disc.$0
Employees4
Clients1
DateAug 2013
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2012
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees11
Clients1
DateJun 2011
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees--
Clients--