White Oak Global Advisors, LLC
● SEC registered since 2009CRD 149659SEC# 801-70433San Francisco, CA
Ranks #1,314 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.11B
Fund GAV
$4.84B
Private funds
37
Employees
58
Accounts
63
Location
San Francisco, CA
White Oak Global Advisors, LLC assets under management
White Oak Global Advisors, LLC is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2009. It reports $5.1 billion in regulatory assets under management and employs 58 people. White Oak Global Advisors, LLC manages 37 private funds with combined gross assets of $4.8 billion, including White Oak Yield Spectrum Icav. By regulatory assets, it ranks 1,314 of 6,004 private fund managers.
White Oak Global Advisors, LLC private funds
37 funds · $4.84B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| White Oak Yield Spectrum Icav | Private Equity | $839.3M | $100K |
| White Oak Yield Spectrum (luxembourg) Master Fund, Scsp | Private Equity | $535.4M | $5M |
| White Oak Summit Icav | Private Equity | $490.3M | $100K |
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Join to unlock · $37/moWhite Oak Global Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andre Amin Hakkak Control | Managing Partner & Elected Manager | Under 5% | 2007 |
| Darius Joseph Mozaffarian Control | Partner & Elected Manager | Under 5% | 2009 |
| Eric Lemieux Control | Chief Risk Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does White Oak Global Advisors, LLC manage?
White Oak Global Advisors, LLC reports $5.1 billion in regulatory assets under management on its Form ADV.
How many private funds does White Oak Global Advisors, LLC manage?
White Oak Global Advisors, LLC manages 37 private funds with combined gross assets of $4.8 billion.
How many employees does White Oak Global Advisors, LLC have?
White Oak Global Advisors, LLC reports 58 employees.
Where is White Oak Global Advisors, LLC located?
White Oak Global Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2009.
Does White Oak Global Advisors, LLC disclose fund performance?
White Oak Global Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Embarcadero Center, Suite 550, San Francisco, CA 94111-4048 |
| Phone | 415-644-4100 |
| Fax | 415-644-4199 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1420562 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.11B▼ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
AUM vs fund managersTop 22%
Larger than 78% of 6,004 private-fund managers
Number of fundsTop 6%
More funds than 94% of fund managers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$5.11Bregulatory AUM
Discretionary $5.11B
Fund type mix
Private Equity20
Hedge17
Service providers
Custodian
Administrator