White Oaks Flexible Strategies Fund, LLC of Sarasota, FL, a pooled investment fund, filed a Form D amendment with the SEC on 2014-10-14. $88.5M was reported sold. Industry: Pooled Investment Fund.
| Name | Role | Location |
|---|---|---|
| N/A White Oaks Investment Management, Inc. | Executive Officer | Sarasota, FL |
| 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 Oaks Wealth Advisors, Inc. | Executive Officer | Minneapolis, MN |
| N/A White Oaks Wealth Advisors, Inc. | Promoter | Minneapolis, MN |
Showing 15 of 17 filings.
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2025-09-11 | D/A | — | $110.0M |
| 2024-09-18 | D/A | — | $109.3M |
| 2023-09-11 | D/A | — | $108.3M |
| 2022-09-12 | D/A | — | $107.5M |
| 2021-09-15 | D/A | — | $106.4M |
| 2020-09-16 | D/A | — | $105.9M |
| 2019-09-16 | D/A | — | $105.4M |
| 2018-09-17 | D/A | — | $104.9M |
| 2018-09-17 | D/A | — | $104.9M |
| 2017-09-20 | D/A | — | $99.4M |
| 2016-10-05 | D/A | — | $99.4M |
| 2015-10-13 | D/A | — | $95.1M |
| 2014-03-12 | D/A | — | $87.2M |
| 2013-12-04 | D/A | — | $85.7M |
| 2012-12-07 | D/A | — | $78.2M |