Investment adviser · CRD 149659

WHITE OAK GLOBAL ADVISORS, LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Sep 24, 2026

Regulatory AUM: $5.11B
Client accounts: 63
Employees: 58
Advisory professionals: 32

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	55	$4,839,508,997	94.8%
Insurance companies	Fewer than 5	$120,655,702	2.4%
Retirement plans	Fewer than 5	$56,364,262	1.1%
Government entities	Fewer than 5	$53,506,615	1.0%
Corporations & businesses	Fewer than 5	$35,825,148	0.7%

Filing source

Form ADV 2134614 · Sep 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

WHITE OAK YIELD SPECTRUM FEEDER ICAVPrivate Equity Fund · Last reported Sep 29, 2017$6.11MGross asset value

Fund administrator CITCO FUND SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE DUBLIN, Ireland

Custodian CITCO FUND SERVICES (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No

Marketer CAMPBELL LUTYENS & CO. INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

CAMPBELL LUTYENS & CO. INC.
CRD 133376 · SEC 8-66720

Fund details & source

Fund ID: 805-3389050703
Reported beneficial owners: 4
Minimum commitment: $100K

Form ADV 1128685 · Sep 29, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK PARTNERS FUND I, L.P. - SERIES 4Hedge Fund · Last reported Sep 24, 2026$3.09MGross asset value

Fund administrator HC GLOBAL FUND SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States

Custodian DIGITAL TRUST LAS VEGAS, Nevada, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE
PCAOB 34

Fund details & source

Fund ID: 805-6013829017
Reported beneficial owners: 15
Minimum commitment: $5K
Form D file number: 021-198236

Form ADV 2134614 · Sep 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK PARTNERS FUND I, L.P. - SERIES 2Hedge Fund · Last reported Sep 24, 2026$1.34MGross asset value

Form D fundraising filings

White Oak Partners Fund I, L.P.

Fund administrator HC GLOBAL FUND SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States

Custodian DIGITAL TRUST LAS VEGAS, Nevada, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE
PCAOB 34

Fund details & source

Fund ID: 805-7159759093
Reported beneficial owners: 7
Minimum commitment: $10K
Form D file number: 021-198236

Form ADV 2134614 · Sep 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK PARTNERS FUND I, L.P. - SERIES 5Hedge Fund · Last reported Sep 24, 2026$1.08MGross asset value

Fund administrator HC GLOBAL FUND SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States

Custodian DIGITAL TRUST LAS VEGAS, Nevada, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE
PCAOB 34

Fund details & source

Fund ID: 805-2912890690
Reported beneficial owners: 1
Minimum commitment: $10K
Form D file number: 021-198236

Form ADV 2134614 · Sep 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK INVESTMENT PARTNERS, L.P.Hedge Fund · Last reported Sep 24, 2026$0Gross asset value

Fund administrator HC GLOBAL FUND SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States

Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE
PCAOB 34

Fund details & source

Fund ID: 805-7856492577
Reported beneficial owners: 5
Minimum commitment: $50K
Form D file number: 021-111749

Form ADV 2134614 · Sep 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK PARTNERS FUND I, L.P. - SERIES 1Hedge Fund · Last reported Sep 24, 2026$0Gross asset value

Fund administrator HC GLOBAL FUND SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States

Custodian DIGITAL TRUST LAS VEGAS, Nevada, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE
PCAOB 34

Fund details & source

Fund ID: 805-1039039495
Reported beneficial owners: 0
Minimum commitment: $10K
Form D file number: 021-198236

Form ADV 2134614 · Sep 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITE OAK PARTNERS FUND I, L.P. - SERIES 3Hedge Fund · Last reported Sep 24, 2026$0Gross asset value

Fund administrator HC GLOBAL FUND SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States

Custodian DIGITAL TRUST LAS VEGAS, Nevada, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE
PCAOB 34

Fund details & source

Fund ID: 805-8652678422
Reported beneficial owners: 0
Minimum commitment: $10K
Form D file number: 021-198236

Form ADV 2134614 · Sep 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 24, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

3 EMBARCADERO CENTER, SUITE 550
SAN FRANCISCO, CA, 94111-4048, United States

CRD 149659

Filing source

Form ADV 2134614 · Sep 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.