White Oak Global Advisors, LLC

California
Registered In
06/13/2007
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

White Oak Global Advisors, LLC at 3 Embarcadero Ctr FL 5th, San Francisco, Ca 94111 lists Nikki Valavanis of Bethesda, MD as the associate.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Limited Liability Company - Out of State
Status
Active
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Csc - Lawyers Incorporating Service Registered 1505 Agent
251 LITTLE FALLS DR, WILMINGTON, DE 19808
Nikki Valavanis Manager
7315 WISCONSIN AVE SUITE 600 W, BETHESDA, MD 20814
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3 EMBARCADERO CTR FL 5TH, SAN FRANCISCO, CA 94111 View Map
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Financial Information for White Oak Global Advisors, LLC

Form 5500

WHITE OAK GLOBAL ADVISORS, LLC

3 Embarcadero Center Suite 550, San Francisco, Ca 94111 (415) 644-4112 EIN:26-0340395 Plan Admin:Davy Badel
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTHE WHITE OAK 401(K) PLAN Plan #001 Participants BOY/EOY350 / 358 Assets BOY/EOY$40,951,094 / $38,149,286 2022 THE WHITE OAK 401(K) PLAN - Plan #001 350 / 358 $40,951,094 / $38,149,286
2021 Plan NameTHE WHITE OAK 401(K) PLAN Plan #001 Participants BOY/EOY249 / 345 Assets BOY/EOY$14,779,303 / $40,951,094 2021 THE WHITE OAK 401(K) PLAN - Plan #001 249 / 345 $14,779,303 / $40,951,094
2020 Plan NameWHITE OAK GLOBAL ADVISORS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY106 / 104 Assets BOY/EOY$8,614,495 / $10,184,582 2020 WHITE OAK GLOBAL ADVISORS 401(K) PLAN & TRUST - Plan #001 106 / 104 $8,614,495 / $10,184,582
2019 Plan NameWHITE OAK GLOBAL ADVISORS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY100 / 106 Assets BOY/EOY$6,401,280 / $8,614,495 2019 WHITE OAK GLOBAL ADVISORS 401(K) PLAN & TRUST - Plan #001 100 / 106 $6,401,280 / $8,614,495
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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