Ledger.
Investor · Minneapolis, MN

White Oaks Investment Management, Inc

Open White in the network graph →
Filings
138
SEC Form D
Connections
20
co-filers
Capital
across filings
Active
Mar 2014
to Sep 2025

Most-connected co-filers (20)

White Oaks Investment Management, Inc · Minneapolis, MN138 sharedSharon J. Bloodworth · Sarasota, FL90 sharedLouis F. Malice, Jr · Marietta, GA60 sharedCarter-Haston Investment Partner V GP, LLC · Nashville, TN60 sharedMaggie Vo · Miami, FL49 sharedElizabeth Cholawsky · San Francisco, CA49 sharedWilliam A. Duty · Sarasot, FL42 sharedRobert J. Klosterman · Minneapolis, MN30 sharedTalmage Wagstaff · PLEASANT GROVE, UT25 sharedRoss J. Wolfe · Miami, FL25 sharedDonald Mullen · New York, NY24 sharedGilson Capilouto · Marietta, GA24 sharedPhilip V. Oppenheimer · New York, NY16 sharedCarl K. Oppenheimer · New York, NY16 sharedArif Gangat · Westport, CT13 sharedDavid C. Fulton, Jr · Cleveland, OH13 sharedDavid Hansel · Lakehurst, NJ13 sharedVictoria L. Parry · Dublin, Ireland13 sharedJeffrey M. Meriggi · New York, NY6 sharedCarol Craig · Merritt Island, FL6 shared

Recent filings (138)

White Oaks Low Volatility Fund, LLCSep 2025 · 4 co-filersWhite Oaks Alternative Strategies Fund, LLCSep 2025 · 4 co-filersWhite Oaks Flexible Strategies Fund, LLCSep 2025 · 4 co-filersWhite Oaks Moderate Growth Fund, LLCSep 2025 · 4 co-filersWhite Oaks Aggressive Growth Fund, LLCSep 2025 · 4 co-filersWHITE OAKS AGGRESSIVE GROWTH FUND SPSep 2025 · 7 co-filersWHITE OAKS ALTERNATIVE STRATEGIES FUND SPSep 2025 · 7 co-filersWhite Oaks Moderate Growth Fund SPSep 2025 · 7 co-filersWhite Oaks Flexible Strategies Fund SPSep 2025 · 7 co-filersWhite Oaks Low Volatility Fund SPSep 2025 · 7 co-filersWhite Oaks Moderate Growth Fund SPSep 2024 · 7 co-filersWhite Oaks Flexible Strategies Fund, LLCSep 2024 · 4 co-filersWhite Oaks Moderate Growth Fund, LLCSep 2024 · 4 co-filersWhite Oaks Alternative Strategies Fund, LLCSep 2024 · 4 co-filersWhite Oaks Low Volatility Fund SPSep 2024 · 7 co-filersWHITE OAKS ALTERNATIVE STRATEGIES FUND SPSep 2024 · 7 co-filersWhite Oaks Low Volatility Fund, LLCSep 2024 · 4 co-filersWhite Oaks Aggressive Growth Fund, LLCSep 2024 · 4 co-filersWHITE OAKS AGGRESSIVE GROWTH FUND SPSep 2024 · 7 co-filersWhite Oaks Flexible Strategies Fund SPSep 2024 · 7 co-filersWhite Oaks Aggressive Growth Fund, LLCSep 2023 · 4 co-filersWhite Oaks Alternative Strategies Fund, LLCSep 2023 · 4 co-filersWhite Oaks Low Volatility Fund, LLCSep 2023 · 4 co-filersWhite Oaks Flexible Strategies Fund, LLCSep 2023 · 4 co-filersWHITE OAKS ALTERNATIVE STRATEGIES FUND SPSep 2023 · 7 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See White in the interactive graph →