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SEC Form D · Amendment · filed March 6, 2014

White Oaks Wealth Advisors Moderate Growth Fund LLC

Offering
—
Sold
$68.7M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
MINNEAPOLIS, MN
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (6)

White Oak Wealth Advisors, Inc · Minneapolis, MNPromoterCarl K. Oppenheimer · New York, NYExecRobert J. Klosterman · Minneapolis, MNExecPhilip V. Oppenheimer · New York, NYExecWhite Oak Wealth Advisors, Inc · Minneapolis, MNPromoterSharon J. Bloodworth · Minneapolis, MNExec

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗