White Oaks Wealth Advisors Conservative Growth Fund LLC of MINNEAPOLIS, MN, a pooled investment fund, filed a Form D amendment with the SEC on 2018-09-18. $72.8M was reported sold. Industry: Pooled Investment Fund.
| 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 Oaks Wealth Advisors, Inc. | Promoter | Minneapolis, MN |
Showing 15 of 20 filings.
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2025-09-11 | D/A | — | $95.1M |
| 2024-09-18 | D/A | — | $93.2M |
| 2023-09-11 | D/A | — | $93.2M |
| 2022-09-12 | D/A | — | $92.3M |
| 2021-09-15 | D/A | — | $92.1M |
| 2020-09-16 | D/A | — | $90.2M |
| 2019-09-16 | D/A | — | $88.8M |
| 2018-09-17 | D/A | — | $72.8M |
| 2017-09-20 | D/A | — | $66.2M |
| 2016-10-05 | D/A | — | $60.5M |
| 2015-10-08 | D/A | — | $50.9M |
| 2014-11-25 | D/A | — | $44.5M |
| 2014-10-14 | D/A | — | $44.5M |
| 2014-03-12 | D/A | — | $43.3M |
| 2014-03-06 | D/A | — | $43.3M |