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Building 2WHITE OAK GLOBAL ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone415-644-4100
NotebookSEC #801-70433
Total AUM
$5.1B
Employees
58
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 EMBARCADERO CENTER
SUITE 550
SAN FRANCISCO
CA 94111-4048
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
415-644-4100
Other Offices
2

ReceiptFinancials

Total AUM
$5.1B
Accounts
63
Discretionary
$5.1B
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
55
AUM
$4.8B
Pension/Profit Sharing Plan Clients
1
AUM
$56.4M
Government Entity Clients
1
AUM
$53.5M
Insurance Company Clients
1
AUM
$120.7M
Corporation or Business Clients
1
AUM
$35.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNY

HandshakeAffiliates

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Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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