White Oak Partners Investment Advisor, LLC is a large advisory firm based in Westerville. It manages $1.07 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Ohio.
White Oak Partners Investment Advisor provides portfolio management for joint ventures. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of White Oak Partners Investment Advisor, LLC is $1.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 16331% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay White Oak Partners Investment Advisor, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Russell Tate Ginise has been acting as President since 1 Feb 2012. Richard Kyle Winning has served as the Chief Investment Officer since 1 Feb 2014. Llc White Oak Partners joined the executive team most recently as the Managing Member, Sole Member.
The principal office where White Oak Partners Investment Advisor, LLC performs its advisory services is located at 5150 E. Dublin Granville Road, Westerville, OH 43081, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-741-7600 or by fax 614-855-6795. The normal business hours are 8am - 5pm est on Monday - Friday. You can find more information about the New York firm at whiteoakpartners.com.