WHITE OAKS INVESTMENT MANAGEMENT, INC

other names
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Adviser Profile
As of Date 04/19/2024
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
Registration SEC, Approved, 04/24/2014
AUM* 400,283,066 10.19%
of that, discretionary 400,283,066 10.19%
Private Fund GAV* 800,565,901
Avg Account Size 36,389,370 10.19%
SMA’s No
Private Funds 16
Contact Info 941 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
395M 339M 282M 226M 169M 113M 56M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count16 GAV$800,565,901

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Brochure Summary