White Oak provides investment management and supervisory services to pooled investment vehicles, separately managed accounts, and a registered investment company. They investigate, identify, and evaluate investment opportunities, structure and negotiate investments, manage and monitor performance, and dispose of investments. Investment advice is provided directly to the pooled investment vehicles or their managers, not to individual investors in those vehicles.
Assets Under Management$5.4B
Clients7
AdvisorsN/A
Avg. per Client$770M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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