# White Oaks Wealth Advisors Moderate Growth Fund LLC — Form D/A

White Oaks Wealth Advisors Moderate Growth Fund LLC of MINNEAPOLIS, MN, a pooled investment fund, filed a Form D amendment with the SEC on 2018-09-17. $77.0M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2018-09-17
- Form: D/A
- Accession: 0001299871-18-000002
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $77.0M
- Investors: 194
- Date of first sale: 2004-07-07
- Security types: equity, fund interests
- SEC file number: 021-156619

## Issuer

- Name: White Oaks Wealth Advisors Moderate Growth Fund LLC
- CIK: 0001299871
- Entity type: Limited Liability Company
- Jurisdiction: DE
- Incorporated: 2004
- Address: 80 SOUTH EIGHTH STREET, MINNEAPOLIS, MN, 55402
- Phone: 612-455-6900

## Officers, directors & promoters (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert J Klosterman | Director | Longboat Key, FL |
| N/A White Oaks Investment Management, Inc. | Promoter | Sarasota, FL |
| Sharon Bloodworth | Executive Officer | Sarasota, FL |
| Robert J Klosterman | Executive Officer | Longboat Key, FL |
| Sharon J Bloodworth | Executive Officer | Longboat Key, FL |
| N/A White Oak Wealth Advisors, Inc. | Promoter | Minneapolis, MN |

## Other filings by this issuer (19)

_Showing 15 of 19 filings._

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-09-11](https://search.stillhousedata.com/formd/0001299871-25-000002) | D/A | — | $88.5M |
| [2024-09-18](https://search.stillhousedata.com/formd/0001299871-24-000001) | D/A | — | $85.8M |
| [2023-09-11](https://search.stillhousedata.com/formd/0001507760-23-000003) | D/A | — | $85.6M |
| [2022-09-12](https://search.stillhousedata.com/formd/0001299871-22-000001) | D/A | — | $83.7M |
| [2021-09-15](https://search.stillhousedata.com/formd/0001507760-21-000003) | D/A | — | $82.7M |
| [2020-09-16](https://search.stillhousedata.com/formd/0001507760-20-000003) | D/A | — | $77.8M |
| [2019-09-16](https://search.stillhousedata.com/formd/0001299871-19-000001) | D/A | — | $77.3M |
| [2018-09-17](https://search.stillhousedata.com/formd/0001299871-18-000001) | D/A | — | $77.0M |
| [2017-09-20](https://search.stillhousedata.com/formd/0001299872-17-000002) | D/A | — | $76.8M |
| [2016-10-05](https://search.stillhousedata.com/formd/0001299871-16-000003) | D/A | — | $76.3M |
| [2015-10-08](https://search.stillhousedata.com/formd/0001299871-15-000001) | D/A | — | $72.9M |
| [2014-10-14](https://search.stillhousedata.com/formd/0001299871-14-000004) | D/A | — | $71.2M |
| [2014-03-12](https://search.stillhousedata.com/formd/0001299871-14-000002) | D/A | — | $68.7M |
| [2014-03-06](https://search.stillhousedata.com/formd/0001299871-14-000001) | D/A | — | $68.7M |
| [2013-03-06](https://search.stillhousedata.com/formd/0001299871-13-000001) | D/A | — | $65.6M |

## More

- [CIK 1299871 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1299871&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001299871-18-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.