Key facts
- WHITE OAKS INVESTMENT MANAGEMENT, INC is a hedge fund based in SARASOTA, FL.
- WHITE OAKS INVESTMENT MANAGEMENT, INC has 7 funds on record, raising $117.1M across the 7 that report a size.
Registered with the SEC
Form ADV · 2026-03 · CRD 170016- Regulatory AUM
- —
- Private fund assets
- $992.3M
- Private funds
- 17 · 17 hedge
- Staff
- 3
- Registered office
- SARASOTA, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WHITE OAKS INVESTMENT MANAGEMENT, INC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
6 of 7 recorded- White Oaks Freedom Fund, LLC2016$6.6M
- WHITE OAKS ALTERNATIVE STRATEGIES FUND SP2016$44.9M
- WHITE OAKS AGGRESSIVE GROWTH FUND SP2016$11.5M
- White Oaks Low Volatility Fund SP2016$18.9M
- White Oaks Moderate Growth Fund SP2016$30.1M
- White Oaks Flexible Strategies Fund SP2016$5.0M
$117.1M raised across the 7 funds that report a size
All 7 funds →