WHITE OAK GLOBAL ADVISORS, LLC

CRD 149659File 801-70433

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.11B

Top 25% of cohort (national)

Discretionary AUM

$5.11B

Clients

63 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.