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White Oak Financial, LLC

Sole MemberWhite Oak Global Advisors, LLC

About White Oak Financial, LLC

White Oak Financial, LLC is listed as Sole Member at White Oak Global Advisors, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of White Oak Global Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does White Oak Financial, LLC work?

White Oak Financial, LLC is listed as Sole Member at White Oak Global Advisors, LLC on SEC Form ADV.

How much of White Oak Global Advisors, LLC does White Oak Financial, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

White Oak Global Advisors, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2015