WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Adviser information for WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $2.2B |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $2.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 9 | $2.2B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | PORTFOLIO MANAGEMENT FOR JOINT VENTURES |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-72370 |
|---|---|
| SEC ERA File Number | 801-72370 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157766 |
| Legal Entity Identifier | None |
Principal Office
4960 E. DUBLIN-GRANVILLE ROADSUITE 500
WESTERVILLE
OH
United States
Monday - Friday, 8AM - 5PM EST
Tel: 614-741-7600, Fax: 614-855-6795
Chief Compliance Officer
CHRISTOPHER D. ADKINSON
4960 E. DUBLIN-GRANVILLE RD
SUITE 500
WESTERVILLE
OH
United States
Tel:
614-741-7734
Fax:
614-855-6795
C********@*******************M
(Full email address available in API data)
Regulatory Contact
MICHAEL J. MENZER
CEO
4960 E. DUBLIN-GRANVILLE RD.
SUITE 500
WESTERVILLE
OH
United States
Tel:
614-741-7790
Fax:
614-855-6795
M******@*******************M
(Full email address available in API data)
Industry Affiliates
| WHITE OAK REAL ESTATE MANAGER 2017-1, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WHITE OAK REAL ESTATE MANAGER 2019-3, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WHITE OAK REAL ESTATE MANAGER 2020-1, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WHITE OAK REAL ESTATE MANAGER BGO, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WOBD, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BGO-WHITE OAK MULTIFAMILY FUND, L.P. | Real Estate Fund | $463.7M | $2.0M | 2 |
| WHITE OAK REAL ESTATE 2020-1, LP | Real Estate Fund | $689.4M | $2.0M | 5 |
| WHITE OAK REAL ESTATE INVESTMENT 2017-1, LP | Real Estate Fund | $452.1M | $2.0M | 3 |
| WHITE OAK REAL ESTATE INVESTMENT 2019-3, LLC | Real Estate Fund | $27.9M | $2.0M | 3 |
| WMB MULITFAMILY FUND, L.P. | Real Estate Fund | $641.5M | $2.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CRAMER, JAMES, PAUL | Individual | – | PRESIDENT | 04/2011 | < 5% |
| MENZER, MICHAEL, JAMES | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2011 | < 5% |
| WHITE OAK PARTNERS, LLC | Domestic Entity | – | MANAGING MEMBER, SOLE MEMBER | 01/2013 | > 75% |
| MENZER, MICHAEL, JAMES | Individual | WHITE OAK PARTNERS, LLC | MEMBER | 10/2011 | 25-50% |
| ADKINSON, CHRISTOPHER, DAVID | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2018 | < 5% |