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White Oak Partners, LLC

Managing Member, Sole MemberWhite Oak Partners Investment Advisor, LLC

About White Oak Partners, LLC

White Oak Partners, LLC is listed as Managing Member, Sole Member at White Oak Partners Investment Advisor, LLC in Westerville, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of White Oak Partners Investment Advisor, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does White Oak Partners, LLC work?

White Oak Partners, LLC is listed as Managing Member, Sole Member at White Oak Partners Investment Advisor, LLC on SEC Form ADV.

How much of White Oak Partners Investment Advisor, LLC does White Oak Partners, LLC own?

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

White Oak Partners Investment Advisor, LLC

TitleManaging Member, Sole Member
OwnershipOver 75%
Control personYes
Since2013
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