WHITE OAKS INVESTMENT MANAGEMENT, INC

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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, 4/24/2014
AUM* 400,283,066 10.19%
of that, discretionary 400,283,066 10.19%
Private Fund GAV* 800,565,901 10.19%
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

Recent News

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

Overview

2. Advisory Business Description of Advisory Firm White Oaks Investment Management, Inc. (“White Oaks”) is an investment adviser registered with the United States Securities and Exchange Commission. Sharon Alison Bloodworth is 100% shareholder, CEO and Chief Compliance Officer of the firm. The firm is not publicly owned or traded. There are no indirect owners of the firm or intermediaries
who have any ownership interest in the firm. As of December 31 2022, the firm managed assets on a discretionary basis in the amount of $363,279,367. Types of Advisory Services White Oaks provides discretionary investment management services to unregistered private investment vehicles. Wrap Fee Programs We currently do not participate in wrap fee programs.