| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| White Oaks Global Equity Portfolio, LLC | Hedge | $328.9M | $1M |
| White Oaks Investment Management Alternative Strategies Fund Sp | Hedge | $87.4M | $1M |
| White Oaks Investment Management Alternative Strategies Fund | Hedge | $86.3M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Sharon Alison Bloodworth Control | Ceo And Chief Compliance Officer | Over 75% | 2017 |
White Oaks Investment Management, Inc reports $427.1 million in regulatory assets under management on its Form ADV.
White Oaks Investment Management, Inc manages 16 private funds with combined gross assets of $854.2 million.
White Oaks Investment Management, Inc reports 3 employees.
White Oaks Investment Management, Inc is based in Sarasota, FL and has been SEC-registered since 2014.
White Oaks Investment Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1717 2nd Street, Suite C, Sarasota, FL 34236 |
| Phone | 941-361-9000 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1962515 |
| Discloses disciplinary history | No |
| Discretionary | $427.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $427.1M |