The firm advises 8 private funds.
White Oak Partners Investment Advisor reports 9 other clients. Of its assets, 100.0% ($1.83B across 8 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Other | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Other | 9 | $1.83B | 100.0% | $203M |
| Total | 9 | $1.83B | 100% | $203M |
- Clients
- 9
- Regulatory AUM
- $1.83B
- AUM share
- 100.0%
- Avg. per client
- $203M
Total
- Clients
- 9
- Regulatory AUM
- $1.83B
- AUM share
- 100%
- Avg. per client
- $203M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 8
White Oak Partners Investment Advisor is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
White Oak Partners, LLC owns 75% or more of White Oak Partners Investment Advisor and is in turn owned by Michael Menzer (25–50%). Michael Menzer is CEO. It has 8 employees.
Leadership
- Michael MenzerChief Executive Officer and Chief Compliance Officer
Staff
- 8 employees
- 8 in advisory functions
- 4 broker-dealer reps
- Owns 75% or more of White Oak Partners Investment Advisor, LLC
White Oak Partners, LLC
Control person · since January 2013
- Owns 25% to 50% of White Oak Partners, LLC
Michael Menzer
Control person · since October 2011
White Oak Partners Investment Advisor’s regulatory assets grew from $1.46B (March 2021) to $1.83B (September 2026); clients were 9 in both filings and employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.83B | 9 | 8 | 1 |
| March 2025 | $1.96B | 9 | 9 | 1 |
| March 2024 | $2.17B | 9 | 11 | 1 |
| March 2023 | $2.67B | 9 | 9 | 1 |
| March 2022 | $2.37B | 9 | 9 | 1 |
| March 2021 | $1.46B | 9 | 9 | 1 |
Besides its headquarters, White Oak Partners Investment Advisor has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 4960 E. Dublin-Granville Road, Suite 500, WestervilleHQ
Contact and registration details
- Legal name
- White Oak Partners Investment Advisor, LLC
- Headquarters
- 4960 E. Dublin-Granville Road, Suite 500, Westerville, OH 43081
- Website
- whiteoakpartners.com
- Phone
- 614-741-7600
- SEC file
- 801-72370
- Structure
- Ohio LLC
- Fiscal year end
- December
White Oak Partners Investment Advisor has custody of $1.83B in client assets for 8 clients.
What the accounts hold
- Other100%
- Portfolio management for joint ventures100%
How many clients does White Oak Partners Investment Advisor have?
White Oak Partners Investment Advisor has 9 clients and manages $1.83 billion for them, as of September 2026. They include 9 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
How many financial advisors does White Oak Partners Investment Advisor have?
White Oak Partners Investment Advisor has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does White Oak Partners Investment Advisor invest in?
At the end of its last fiscal year, White Oak Partners Investment Advisor’s separately managed accounts held 100% other. The 100% other category is described as: Portfolio Management for Joint Ventures. It advises 8 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns White Oak Partners Investment Advisor?
White Oak Partners Investment Advisor is owned through a holding company by Michael Menzer. Its direct owner is White Oak Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does White Oak Partners Investment Advisor get paid?
White Oak Partners Investment Advisor is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact White Oak Partners Investment Advisor?
White Oak Partners Investment Advisor’s main office is at 4960 E. Dublin-Granville Road, Suite 500, Westerville, OH 43081. Its phone number is 614-741-7600. Its website is whiteoakpartners.com.