← Directory
WHITE OAK GLOBAL ADVISORS, LLC
CRD 149659File 801-70433
APPROVED
Custody
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.11B
Top 25% of cohort (national)
Discretionary AUM
$5.11B
Clients
55
63 accounts
Employees
58
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 11, 2009
- Principal office
- 3 EMBARCADERO CENTER, SUITE 550, SAN FRANCISCO, CA, 94111-4048
- Phone
- 415-644-4100
- Website
- https://whiteoaksf.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.11B
- Discretionary AUM
- $5.11B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 63
- Non-discretionary accounts
- 0
- Total accounts
- 63
- AUM per client
- $92.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $35.8M |
| Insurance companies | Fewer than 5 | $120.7M |
| Pooled investment vehicles | 55 | $4.84B |
| Pension and profit sharing plans | Fewer than 5 | $56.4M |
| State or municipal government entities | Fewer than 5 | $53.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 63 | 58 | decreased by5 |
| Apr 1, 2026 | AUM | $5,415,681,231 | $5,105,860,724 | decreased by$309,820,507 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 55 | 63 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 57 | 55 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,044,348,058 | $5,415,681,231 | decreased by$1,628,666,827 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 67 | 63 | decreased by4 |
| Apr 1, 2022 | Employees | 48 | 55 | increased by7 |
| Apr 1, 2022 | Clients | 55 | 57 | increased by2 |
| Apr 1, 2022 | AUM | $6,990,407,154 | $7,044,348,058 | increased by$53,940,904 |
| Apr 1, 2022 | Accounts | 65 | 67 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITE OAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITE OAK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.