WHITE OAKS INVESTMENT MANAGEMENT, INC
SEC file number 801-79237
· SARASOTA, Florida
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$400.3M
Discretionary AUM
$400.3M
Employees
2
Clients
—
Firm
- Address
- 1717 2ND STREET
SARASOTA, Florida 34236 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- White Oaks Aggressive Growth Fund, LLC High name-match confidence · CIK 1299869 · Florida
- WHITE OAKS AGGRESSIVE GROWTH FUND SP High name-match confidence · CIK 1672804 · Cayman Islands
- White Oaks Alternative Strategies Fund, LLC High name-match confidence · CIK 1299868 · Florida
- WHITE OAKS ALTERNATIVE STRATEGIES FUND SP High name-match confidence · CIK 1672801 · Cayman Islands
- White Oaks Flexible Strategies Fund, LLC High name-match confidence · CIK 1507760 · Florida
- White Oaks Flexible Strategies Fund SP High name-match confidence · CIK 1672814 · Cayman Islands
- White Oaks Low Volatility Fund, LLC High name-match confidence · CIK 1299872 · Florida
- White Oaks Low Volatility Fund SP High name-match confidence · CIK 1672812 · Cayman Islands
- White Oaks Moderate Growth Fund, LLC High name-match confidence · CIK 1299871 · Florida
- White Oaks Moderate Growth Fund SP High name-match confidence · CIK 1672813 · Cayman Islands
- ROE Investment Management Capital Partners, LP Medium name-match confidence · CIK 2040771 · Florida
- Miller Investment Management Fund I, LP Medium name-match confidence · CIK 1319736 · Pennsylvania
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ROE Investment Management Capital Partners, LP · D/A · Nov 9, 2026
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White Oaks Moderate Growth Fund, LLC · D/A · Sep 15, 2026
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White Oaks Moderate Growth Fund SP · D/A · Sep 15, 2026
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White Oaks Low Volatility Fund, LLC · D/A · Sep 15, 2026
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White Oaks Low Volatility Fund SP · D/A · Sep 15, 2026
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White Oaks Flexible Strategies Fund SP · D/A · Sep 15, 2026
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White Oaks Alternative Strategies Fund, LLC · D/A · Sep 15, 2026
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WHITE OAKS ALTERNATIVE STRATEGIES FUND SP · D/A · Sep 15, 2026
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WHITE OAKS AGGRESSIVE GROWTH FUND SP · D/A · Sep 15, 2026
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White Oaks Flexible Strategies Fund, LLC · D/A · Sep 14, 2026
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White Oaks Aggressive Growth Fund, LLC · D/A · Sep 14, 2026
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ROE Investment Management Capital Partners, LP · D/A · Nov 17, 2025
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White Oaks Moderate Growth Fund, LLC · D/A · Sep 11, 2025
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White Oaks Moderate Growth Fund SP · D/A · Sep 11, 2025
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White Oaks Low Volatility Fund, LLC · D/A · Sep 11, 2025
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White Oaks Low Volatility Fund SP · D/A · Sep 11, 2025
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White Oaks Flexible Strategies Fund, LLC · D/A · Sep 11, 2025
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White Oaks Flexible Strategies Fund SP · D/A · Sep 11, 2025
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White Oaks Alternative Strategies Fund, LLC · D/A · Sep 11, 2025
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White Oaks Aggressive Growth Fund, LLC · D/A · Sep 11, 2025
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WHITE OAKS ALTERNATIVE STRATEGIES FUND SP · D/A · Sep 11, 2025
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WHITE OAKS AGGRESSIVE GROWTH FUND SP · D/A · Sep 11, 2025
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Miller Investment Management Fund I, LP · D/A · Feb 21, 2025