Key facts
- White Oaks Wealth Advisors is a hedge fund based in Minneapolis, Minnesota.
- White Oaks Wealth Advisors has 5 funds on record, raising $545.3M across the 5 that report a size.
About White Oaks Wealth Advisors
Founded in 1986
Registered with the SEC
Form ADV · 2026-04 · CRD 173522- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 5
- Registered office
- MINNEAPOLIS, MN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WHITE OAKS WEALTH ADVISORS, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for White Oaks Wealth Advisors are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
5 recorded- White Oaks Wealth Advisors Flexible Strategies Fund, LLC2010$110.0M
- White Oaks Wealth Advisors Alternative Strategies Fund LLC2009$169.7M
- White Oaks Wealth Advisors Aggressive Growth Fund LLC2009$81.9M
- White Oaks Wealth Advisors Moderate Growth Fund LLC2009$88.5M
- White Oaks Wealth Advisors Conservative Growth Fund LLC2009$95.1M
$545.3M raised across the 5 funds that report a size