Adviser not found: white-oak-capital-partners
AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.7 |
Non-Discretionary | $0.7 |
Total | $2.5 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $2.5 |
Institutional | $0.0 |
Total | $2.5 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
TI PLATFORM SJFED GP, LLC | $0.0 | - | |
TI FBV GR GP, LLC | $0.0 | - | |
TI PLATFORM HIGH CONVICTION GP, LLC | $0.0 | - | |
TI PROPORTUNITY DEPOSIT LOAN FUND GP, LLC | $0.0 | - | |
TI JPNIN GP, LLC | $0.0 | - | |
TI PLATFORM STANDARD COGNITION FOUNDERS PLATFORM GP, LLC | $0.0 | - | |
TI FINTECH MANAGEMENT II, LLC | $0.0 | - | |
TI FINTECH MANAGEMENT, LLC | $0.0 | - | |
TI PLATFORM FUND II GP, LLC | $0.0 | - | |
TI BREAKOUT VENTURES, GP, LLC | $0.0 | - | |
TI PLATFORM FUND I GP, LLC | $0.0 | 281211 | |
TRANSPOSE PLATFORM INDIA FUND II GP, LLC | $0.0 | - | |
TI PLATFORM FUND III GP, LLC | $0.0 | - | |
TI PLATFORM ZIPLINE LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $2.5 | $0.0 | 0% | 15 | 0 | 0% |
2025-04-21 | $2.5 | $0.0 | -1% | 15 | 0 | 0% |
2024-04-02 | $2.0 | $0.5 | 23% | 14 | 1 | 7% |
2023-04-04 | $2.2 | $0.3 | 13% | 15 | 0 | 0% |
2022-04-01 | $1.6 | $0.9 | 54% | 14 | 1 | 7% |
2021-04-05 | $0.8 | $1.7 | 226% | 10 | 5 | 50% |
2020-04-01 | $0.7 | $1.7 | 241% | 7 | 8 | 114% |
2019-04-01 | $0.7 | $1.8 | 266% | 8 | 7 | 88% |
2018-04-02 | $0.2 | $2.3 | 1355% | 8 | 7 | 88% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
TX, CA-06/23/2017, TX-01/31/2022 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV