White Oak Partners Investment Advisor, LLC (Westerville)

Name: White Oak Partners Investment Advisor, LLC
Address: 5150 E. Dublin Granville Road, Westerville, OH, 43081
Telephone: 614-741-7600

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.

White Oak Partners Investment Advisor: assets under management

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 firm manages $1.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.4 million each.

White Oak Partners Investment Advisor has custody of $1.07 billion in cash and securities for 20 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

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.

Careers at White Oak Partners Investment Advisor, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Paul Cramer	Cfo	1 Apr 2011	Other	5917298
Michael James Menzer	Ceo, chief compliance officer	1 Apr 2011	Other	1597360
James P. Cramer	Cfo	1 Apr 2011	Other	5917298
Russell Tate Ginise	President	1 Feb 2012	Other	5686464
Llc White Oak Partners	Managing member, sole member	1 Jan 2013	75% - 100%	20-1031725
Richard Kyle Winning	Chief investment officer	1 Feb 2014	Other	6317629

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Michael James Menzer	Member	1 Oct 2011	25% - 50%	1597360

Based in Westerville

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.