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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADKINSON, CHRISTOPHER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADKINSON, CHRISTOPHER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADKINSON, CHRISTOPHER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADKINSON, CHRISTOPHER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADKINSON, CHRISTOPHER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADKINSON, CHRISTOPHER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADKINSON, CHRISTOPHER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAMER, JAMES, P. | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | CFO | NA | Control |
| CRAMER, JAMES, PAUL | I | PRESIDENT | NA | Control |
| CRAMER, JAMES, PAUL | I | PRESIDENT | NA | Control |
| CRAMER, JAMES, PAUL | I | PRESIDENT | NA | Control |
| CRAMER, JAMES, PAUL | I | PRESIDENT | NA | Control |
| GINISE, RUSSELL, TATE | I | PRESIDENT | NA | Control |
| GINISE, RUSSELL, TATE | I | PRESIDENT | NA | Control |
| GINISE, RUSSELL, TATE | I | PRESIDENT | NA | Control |
| GINISE, RUSSELL, TATE | I | PRESIDENT | NA | Control |
| GINISE, RUSSELL, TATE | I | PRESIDENT | NA | Control |
| GINISE, RUSSELL, TATE | I | PRESIDENT | NA | Control |
| GINISE, RUSSELL, TATE | I | PRESIDENT | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CHIEF EXECUTIVE OFFICE | NA | Control |
| MENZER, MICHAEL, JAMES | I | CHIEF EXECUTIVE OFFICE | NA | Control |
| MENZER, MICHAEL, JAMES | I | CHIEF EXECUTIVE OFFICE | NA | Control |
| MENZER, MICHAEL, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINNING, RICHARD, KYLE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WINNING, RICHARD, KYLE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WINNING, RICHARD, KYLE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MENZER, MICHAEL, JAMES | I | MANAGING MEMBER, SOLE MEMBER, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZER, MICHAEL, JAMES | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| MENZER, MICHAEL, JAMES | I | MANAGING MEMBER, SOLE MEMBER, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZER, MICHAEL, JAMES | I | MANAGING MEMBER, SOLE MEMBER, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
| WHITE OAK PARTNERS, LLC | DE | MANAGING MEMBER, SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | E | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | E | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | E | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | E | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
| MENZER, MICHAEL, JAMES | I | WHITE OAK PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
OH
Address
4960 E. DUBLIN-GRANVILLE ROADSUITE 500
WESTERVILLE, OH 43081
United States
Phone: 614-741-7600