WHITE OAKS INVESTMENT MANAGEMENT, INC of SARASOTA, FL is an SEC-registered investment adviser (CRD 170016). Regulatory assets under management: $496.1M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Sharon Alison Bloodworth | CEO AND CHIEF COMPLIANCE OFFICER | — |
| KLOSTERMAN ROBERT JOHN | CEO, CIO AND CCO; FOUNDER & ADVISOR | — |
| BLOODWORTH SHARON ALISON | CEO AND CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
Showing 15 of 17 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WHITE OAKS GLOBAL EQUITY PORTFOLIO, LLC | Hedge Fund | Delaware | 10 | $378.3M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT ALTERNATIVE STRATEGIES FUND | Hedge Fund | Delaware | 51 | $101.8M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT ALTERNATIVE STRATEGIES FUND SP | Hedge Fund | Cayman Islands | 64 | $101.1M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT MODERATE GROWTH FUND SP | Hedge Fund | Cayman Islands | 44 | $67.4M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT FLEXIBLE STRATEGIES FUND | Hedge Fund | Delaware | 17 | $55.2M | $1.0M |
| WHITE OAKS DIVERSIFIER PORTFOLIO LLC | Hedge Fund | Delaware | 10 | $43.4M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT AGGRESSIVE FUND, LLC | Hedge Fund | Delaware | 24 | $35.5M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT AGGRESSIVE GROWTH FUND SP | Hedge Fund | Cayman Islands | 22 | $30.5M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT FLEXIBLE STRATEGIES FUND SP | Hedge Fund | Cayman Islands | 10 | $29.1M | $1.0M |
| WHITE OAKS ABSOLUTE RETURN PORTFOLIO LLC | Hedge Fund | Delaware | 10 | $27.1M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT MODERATE GROWTH FUND | Hedge Fund | Delaware | 31 | $26.1M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT LOW VOLATILITY FUND SP | Hedge Fund | Cayman Islands | 20 | $24.9M | $1.0M |
| WHITE OAKS INVESTMENT MANAGEMENT LOW VOLATILITY FUND | Hedge Fund | Delaware | 18 | $24.6M | $1.0M |
| WHITE OAKS GLOBAL FIXED INCOME PORTFOLIO LLC | Hedge Fund | Delaware | 6 | $15.1M | $1.0M |
| WHITE OAKS LONG-SHORT PORTFOLIO, LLC | Hedge Fund | Delaware | 10 | $13.6M | $1.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| MINNEAPOLIS | MN | 1 | 612-455-6900 |
| MINNEAPOLIS | MN | 1 | 612-455-6900 |