WO
WHITE OAK GLOBAL ADVISORS, LLC
SEC RegisteredSAN FRANCISCO, CAhttps://whiteoaksf.com415-644-4100
Assets Under Management
$5B–$25B
Employees
58
Office Locations
4 offices
Total Accounts
63
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit Sharing
Services
Private funds / alternatives
HedgePrivate Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 55 | $4.8B |
0 total clients reported on Form ADV.
Leadership
David Michael Lund
CHIEF FINANCIAL OFFICER
Andre Amin Hakkak
MANAGING MEMBER
Barbara Jean Schassar Mckee
MANAGING MEMBER
Matthew David Caudill
GENERAL COUNSEL
Helene J Jepson
CHIEF COMPLIANCE OFFICER
Office locations
4 offices in 4 states
CA
SAN FRANCISCOHQ
IL
CHICAGO
NY
NEW YORK
FL
MIAMI
Regulatory & compliance
CRD number
#149659
SEC Number
801-70433
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
whiteoaksf.comPhone
415-644-4100Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WHITE OAK GLOBAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.