White Oak Global Advisors key facts
- White Oak Global Advisors is a other based in San Francisco, California.
- The team roster lists 27 people.
- White Oak Global Advisors reports $2.9B in regulatory assets under management across 37 private funds, per its SEC Form ADV (2026-03).
About White Oak Global Advisors
White Oak Global Advisors is an investment advisory firm based in San Francisco, California. Established in 2007, the firm is a private credit firm that provides small and middle-market businesses with term loans, asset-based loans, invoice factoring, trade finance, equipment financing, and treasury management. The assets of the firm are managed by its executive team. This firm is a Registered Investment Adviser (RIA).
Investment focus
Its SEC Form ADV lists $2.9 billion in regulatory assets under management across 37 private funds (Mar 2026).
White Oak Global Advisors team
27 people are on record at White Oak Global Advisors: 11 managing partners, 4 partners, 1 principal and 11 others. Senior names include Allan Marzen (Managing Director), Andre Hakkak (Co-Founder) and Barbara McKee (Co-Founder). 27 of them have a verified direct contact on file.
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White Oak Global Advisors at the SEC
Form ADV · 2026-03 · CRD 149659- Regulatory AUM
- $2.9B
- Private fund assets
- $4.8B
- Private funds
- 37 · 20 private equity, 17 hedge
- Staff
- 58
- Registered office
- SAN FRANCISCO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WHITE OAK GLOBAL ADVISORS, LLC).
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White Oak Global Advisors portfolio
No portfolio companies for White Oak Global Advisors are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about White Oak Global Advisors
- What is White Oak Global Advisors's AUM?
- White Oak Global Advisors manages approximately $5K in assets.