White Oaks Investment Management
Hedge Fund SEC-registered adviser
Legal name: White Oaks Investment Management, Inc
Sarasota, FL
AUM
$496.1M
Regulatory AUM
Private funds
17
Hedge Fund 17
Private fund assets
$496.1M
Gross asset value
Employees
2
Last Form D raise
Sep 2026
Most recent fund filing
From SEC Form ADV filing (filed May 27, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
S
Funds(17)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| White Oaks Investment Management Alternative Strategies Fund | Hedge Fund | $101.8M | $177.1M | 247 | Sep 2026 | Hot |
| White Oaks Investment Management Alternative Strategies Fund Sp | Hedge Fund | $101.1M | $177.1M | 247 | Sep 2026 | Hot |
| White Oaks Investment Management Moderate Growth Fund Sp | Hedge Fund | $67.4M | $91.5M | 204 | Sep 2026 | Hot |
| White Oaks Investment Management Aggressive Growth Fund Sp | Hedge Fund | $30.5M | $12.7M | 44 | Sep 2026 | Hot |
| White Oaks Investment Management Moderate Growth Fund | Hedge Fund | $26.1M | $91.5M | 204 | Sep 2026 | Hot |
| White Oaks Investment Management Low Volatility Fund | Hedge Fund | $24.6M | $95.6M | 128 | Sep 2026 | Hot |
| White Oaks Investment Management Flexible Strategies Fund | Hedge Fund | $55.2M | $112.6M | 76 | Sep 2026 | Hot |
| White Oaks Investment Management Aggressive Fund, LLC | Hedge Fund | $35.5M | $82.2M | 171 | Sep 2026 | Hot |
| White Oaks Investment Management Flexible Strategies Fund Sp | Hedge Fund | $29.1M | $112.6M | 76 | Sep 2026 | Hot |
| White Oaks Global Equity Portfolio, LLC | Hedge Fund | $378.3M | — | — | — | |
| White Oaks Diversifier Portfolio LLC | Hedge Fund | $43.4M | — | — | — | |
| White Oaks Absolute Return Portfolio LLC | Hedge Fund | $27.1M | — | — | — | |
| White Oaks Investment Management Low Volatility Fund Sp | Hedge Fund | $24.9M | — | — | — | |
| White Oaks Global Fixed Income Portfolio LLC | Hedge Fund | $15.1M | — | — | — | |
| White Oaks Long-Short Portfolio, LLC | Hedge Fund | $13.6M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 170016
- SEC file number
- 801-79237
- CIK
- 1962515
Sources
- SEC Form ADV Oct 14, 2026