{"url":"https://nivawealth.com/firms/white-oak-partners-investment-advisor-157766","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157766","regulatoryAum":1827400000,"crd":"157766","history":[{"filedOn":"2021-03-25","regulatoryAum":1464784000,"clients":9,"employees":9,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":2373966955,"clients":9,"employees":9,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":2666670000,"clients":9,"employees":9,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":2165200000,"clients":9,"employees":11,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":1963600000,"clients":9,"employees":9,"offices":1},{"filedOn":"2026-09-08","regulatoryAum":1827400000,"clients":9,"employees":8,"offices":1}],"secFileNumber":"801-72370","legalName":"White Oak Partners Investment Advisor, LLC","displayName":"White Oak Partners Investment Advisor","slug":"white-oak-partners-investment-advisor-157766","website":"https://whiteoakpartners.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4960 E. Dublin-Granville Road, Suite 500","city":"Westerville","state":"OH","stateName":"Ohio","country":"United States","postalCode":"43081"},"tradeNames":[],"registration":{"secApproved":"8 June 2011","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":8,"brokerDealerReps":4,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1827400000,"discretionary":1827400000,"discretionaryAccounts":8,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Other","clients":9,"regulatoryAum":1827400000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"White Oak Partners Investment Advisor has custody of $1.83B in client assets for 8 clients.","otherCustodians":[],"leadership":[{"name":"Michael Menzer","title":"Chief Executive Officer and Chief Compliance Officer","crd":"1597360"}],"ownership":[{"label":"White Oak Partners, LLC","detail":"Managing member, sole member in the 75% or more ownership band and a control person, since January 2013."},{"label":"Michael Menzer","detail":"Indirect owner: a member of White Oak Partners, LLC in the 25% to 50% band and a control person, since October 2011.","parent":"White Oak Partners, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"4960 E. Dublin-Granville Road, Suite 500","city":"Westerville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"614-741-7600","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Other"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Portfolio Management for Joint Ventures"}],"privateFunds":8},"sources":{"adv1FilingDate":"8 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157766/PDF/157766.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does White Oak Partners Investment Advisor have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does White Oak Partners Investment Advisor have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does White Oak Partners Investment Advisor invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns White Oak Partners Investment Advisor?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does White Oak Partners Investment Advisor get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact White Oak Partners Investment Advisor?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}