DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
White Oak Partners Investment Advisor, LLC
Latest filing Sep 8, 2026
First filing on the tape Mar 28, 2012 · 25 filings
SEC status approved since Jun 8, 2011
RAUM
$1.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.8B as of Mar 19, 2026
Mar 28, 2012$25.8M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 28, 20120 then
Employees (5.A)8 as of Mar 19, 2026
Mar 25, 20135 then
Private funds8 as of Mar 19, 2026
Mar 28, 20121 then
RAUM -6.9% over the last fiscal year-12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $228MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -6.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- otherreportedItem 5.G
- Custody
- $1.8B, 8 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.8B for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| White Oak Real Estate 2020-1, LP | Real Estate Fund | $689M | 5 | Mar 25, 2021 |
| Wmb Mulitfamily Fund, L.P. | Real Estate Fund | $641M | 3 | Mar 30, 2022 |
| Bgo-White Oak Multifamily Fund, L.P. | Real Estate Fund | $464M | 2 | Mar 30, 2022 |
| White Oak Real Estate Investment 2017-1, LP | Real Estate Fund | $452M | 3 | Mar 28, 2018 |
| Areg White Oak Real Estate 2019-2, LPno longer reported | Real Estate Fund | $207M | 3 | Mar 27, 2020 |
| White Oak Real Estate 2016-1, LLCno longer reported | Real Estate Fund | $163M | 4 | Mar 29, 2017 |
| White Oak Real Estate 2014-1, LPno longer reported | Real Estate Fund | $150M | 2 | Aug 8, 2014 |
| White Oak Real Estate 2015-1, LPno longer reported | Real Estate Fund | $114M | 5 | Mar 18, 2016 |
| White Oak Real Estate 2016-3, LLCno longer reported | Real Estate Fund | $80.3M | 2 | Mar 29, 2017 |
| Wop Brayden Owner, LLC | Real Estate Fund | $55.3M | 2 | Mar 27, 2020 |
| White Oak Markaz Real Estate 2, LPno longer reported | Real Estate Fund | $54.8M | 2 | Mar 28, 2018 |
| White Oak Markaz Real Estate, LPno longer reported | Real Estate Fund | $54.4M | 2 | Mar 28, 2018 |
| White Oak Markaz A.S. Real Estate 2017, LPno longer reported | Real Estate Fund | $50.6M | 2 | Mar 28, 2018 |
| White Oak Real Estate 2016-2, LLCno longer reported | Real Estate Fund | $50.5M | 5 | Mar 29, 2017 |
| White Oak Real Estate 2017-2, LP | Real Estate Fund | $41.5M | 2 | Mar 28, 2018 |
| White Oak Real Estate Investment 2019-3, LLC | Real Estate Fund | $27.9M | 3 | Mar 27, 2020 |
| White Oak Real Estate Opportunity Fund 2012-1, LPno longer reported | Real Estate Fund | $343,393 | 5 | Mar 25, 2013 |
| White Oak Real Estate Opportunity Fund 2011-1, LLCno longer reported | Real Estate Fund | $151,932 | 24 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- David Christopher Adkinson · Chief Compliance Officercontrolsince 11/2018 · owns less than 5%
- Paul James Cramer · Presidentcontrolsince 04/2011 · owns less than 5%
- James Michael Menzer · Chief Executive Officercontrolsince 04/2011 · owns less than 5%
- James Michael Menzer · Membercontrolsince 10/2011 · owns 25% to 50% of White Oak Partners, LLC
Entity owners
- White Oak Partners, LLC · Managing Member, Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- White Oak Real Estate Manager 2017-1, LLCpooled vehicle sponsorn
- White Oak Real Estate Manager 2019-3 LLCpooled vehicle sponsorn
- White Oak Real Estate Manager 2020-1, LLCpooled vehicle sponsorn
- White Oak Real Estate Manager Bgo, LLCpooled vehicle sponsorn
- Wobd, LLCbroker-dealern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 19, 2026 to Sep 8, 2026
- Private funds · 8 to unsetMar 19, 2026 to Sep 8, 2026
- Succession · false to unsetMar 19, 2026 to Sep 8, 2026
- Accounts · 6 to 8Mar 25, 2025 to Mar 19, 2026
- Advisory employees · 9 to 8Mar 25, 2025 to Mar 19, 2026
- BD registered reps · 5 to 4Mar 25, 2025 to Mar 19, 2026
- Assets in custody · $2.0B to $1.8BMar 25, 2025 to Mar 19, 2026
- Employees · 9 to 8Mar 25, 2025 to Mar 19, 2026
- Private funds · 6 to 8Mar 25, 2025 to Mar 19, 2026
- Discretionary RAUM · $2.0B to $1.8BMar 25, 2025 to Mar 19, 2026
- RAUM · $2.0B to $1.8BMar 25, 2025 to Mar 19, 2026
- Accounts · 5 to 6Mar 27, 2024 to Mar 25, 2025
- Advisory employees · 10 to 9Mar 27, 2024 to Mar 25, 2025
- BD registered reps · 6 to 5Mar 27, 2024 to Mar 25, 2025
- Assets in custody · $2.2B to $2.0BMar 27, 2024 to Mar 25, 2025
- Employees · 11 to 9Mar 27, 2024 to Mar 25, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 25, 2025
- Private funds · 5 to 6Mar 27, 2024 to Mar 25, 2025
- Discretionary RAUM · $2.2B to $2.0BMar 27, 2024 to Mar 25, 2025
- RAUM · $2.2B to $2.0BMar 27, 2024 to Mar 25, 2025
- Accounts · 7 to 5Mar 28, 2023 to Mar 27, 2024
- Advisory employees · 9 to 10Mar 28, 2023 to Mar 27, 2024
- BD registered reps · 4 to 6Mar 28, 2023 to Mar 27, 2024
- Assets in custody · $2.7B to $2.2BMar 28, 2023 to Mar 27, 2024
- Employees · 9 to 11Mar 28, 2023 to Mar 27, 2024
- Private funds · 7 to 5Mar 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $2.7B to $2.2BMar 28, 2023 to Mar 27, 2024
- RAUM · $2.7B to $2.2BMar 28, 2023 to Mar 27, 2024
- Accounts · 10 to 7Mar 30, 2022 to Mar 28, 2023
- Assets in custody · $2.4B to $2.7BMar 30, 2022 to Mar 28, 2023
- Private funds · 10 to 7Mar 30, 2022 to Mar 28, 2023
- Discretionary RAUM · $2.4B to $2.7BMar 30, 2022 to Mar 28, 2023
- RAUM · $2.4B to $2.7BMar 30, 2022 to Mar 28, 2023
- Accounts · 9 to 10Mar 25, 2021 to Mar 30, 2022
- Assets in custody · $1.5B to $2.4BMar 25, 2021 to Mar 30, 2022
- Private funds · 9 to 10Mar 25, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.5B to $2.4BMar 25, 2021 to Mar 30, 2022
- RAUM · $1.5B to $2.4BMar 25, 2021 to Mar 30, 2022
- Accounts · 10 to 9Mar 27, 2020 to Mar 25, 2021
- Assets in custody · $1.3B to $1.5BMar 27, 2020 to Mar 25, 2021
Signals
3 dated events
- White Oak Partners Investment Advisor, Llc reported RAUM $2.4B, up 62% from $1.5B (2021-03-25 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- David Christopher Adkinson (Chief Compliance Officer) appeared on Schedule A of White Oak Partners Investment Advisor, LlcMar 28, 2019 · Control person joined · fact
- White Oak Partners Investment Advisor, Llc reported RAUM $1.0B, up 77% from $591.0M (2017-09-29 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 614-741-7600reportedpublic record, Form ADV, Sep 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
White Oak Partners Investment Advisor, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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