WHITE OAKS INVESTMENT MANAGEMENT, INC

WHITE OAKS INVESTMENT MANAGEMENT, INC of SARASOTA, FL is an SEC-registered investment adviser (CRD 170016). Regulatory assets under management: $496.1M.

Registration

• CRD: 170016
• SEC file number: 801-79237
• Type: Registered investment adviser
• Location: 1717 2ND STREET, SUITE C, SARASOTA, FL, 34236
• Phone: 941-361-9000
• Latest filing: 2026-05-27
• Regulatory AUM: $496.1M
• Discretionary AUM: $496.1M
• Clients: 2
• Accounts: 11

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 170016 on SEC IAPD (source of record)
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