White Oaks Investment Management, Inc
● SEC registered since 2014CRD 170016SEC# 801-79237Sarasota, FL
Ranks #3,909 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$496.1M
Fund GAV
$992.3M
Private funds
17
Employees
2
Accounts
11
Location
Sarasota, FL
White Oaks Investment Management, Inc assets under management
White Oaks Investment Management, Inc is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2014. It reports $496.1 million in regulatory assets under management and employs 2 people. White Oaks Investment Management, Inc manages 17 private funds with combined gross assets of $992.3 million, including White Oaks Global Equity Portfolio, LLC. By regulatory assets, it ranks 3,909 of 6,004 private fund managers.
White Oaks Investment Management, Inc private funds
17 funds · $992.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| White Oaks Global Equity Portfolio, LLC | Hedge | $378.3M | $1M |
| White Oaks Investment Management Alternative Strategies Fund | Hedge | $101.8M | $1M |
| White Oaks Investment Management Alternative Strategies Fund Sp | Hedge | $101.1M | $1M |
See all 17 funds — unlock the full record.
Join to unlock · $37/moWhite Oaks Investment Management, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sharon Alison Bloodworth Control | Ceo And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does White Oaks Investment Management, Inc manage?
White Oaks Investment Management, Inc reports $496.1 million in regulatory assets under management on its Form ADV.
How many private funds does White Oaks Investment Management, Inc manage?
White Oaks Investment Management, Inc manages 17 private funds with combined gross assets of $992.3 million.
How many employees does White Oaks Investment Management, Inc have?
White Oaks Investment Management, Inc reports 2 employees.
Where is White Oaks Investment Management, Inc located?
White Oaks Investment Management, Inc is based in Sarasota, FL and has been SEC-registered since 2014.
Does White Oaks Investment Management, Inc disclose fund performance?
White Oaks Investment Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$496.1M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
AUM vs fund managersTop 65%
Larger than 35% of 6,004 private-fund managers
Number of fundsTop 14%
More funds than 86% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$496.1Mregulatory AUM
Discretionary $496.1M