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 2022-09-12. $83.7M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2022-09-12
Form: D/A
Accession: 0001299871-22-000001
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.1
Amount sold: $83.7M
Investors: 199
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
N/A White Oaks Investment Management, Inc.	Promoter	Sarasota, FL
Sharon Bloodworth	Executive Officer	Sarasota, FL
Robert J Klosterman	Director	Longboat Key, 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	D/A	—	$88.5M
2024-09-18	D/A	—	$85.8M
2023-09-11	D/A	—	$85.6M
2021-09-15	D/A	—	$82.7M
2020-09-16	D/A	—	$77.8M
2019-09-16	D/A	—	$77.3M
2018-09-17	D/A	—	$77.0M
2018-09-17	D/A	—	$77.0M
2017-09-20	D/A	—	$76.8M
2016-10-05	D/A	—	$76.3M
2015-10-08	D/A	—	$72.9M
2014-10-14	D/A	—	$71.2M
2014-03-12	D/A	—	$68.7M
2014-03-06	D/A	—	$68.7M
2013-03-06	D/A	—	$65.6M

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