Capital Flow Monitor · Sponsors · CIK 1299871
White Oaks Moderate Growth Fund, LLC
1717 2nd Street, Sarasota, FL, 34236 · 941-361-9000
Pooled Investment Fund / Other Investment Fund · Limited Liability Company· inc. DELAWARE true
Fit score
—
Offering
—
Sold
$91.5M
% sold
—
Investors
204
Min investment
$0
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-09-15 | D/A ·current | 506(b) | — | $91.5M | — | 204 | EDGAR ↗ |
| 2025-09-11 | D/A | 506(b) | — | $88.5M | — | 203 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
N/A White Oaks Investment Management, Inc. — Promoter, Sarasota, FL
8 other raises
- White Oaks Moderate Growth Fund SP $31.8M of —
- White Oaks Low Volatility Fund, LLC $95.6M of —
- White Oaks Low Volatility Fund SP $19.3M of —
- White Oaks Flexible Strategies Fund SP $5.0M of —
- White Oaks Alternative Strategies Fund, LLC $177.1M of —
- WHITE OAKS ALTERNATIVE STRATEGIES FUND SP $49.1M of —
- WHITE OAKS AGGRESSIVE GROWTH FUND SP $12.7M of —
- White Oaks Aggressive Growth Fund, LLC $82.2M of —
-
Sharon Bloodworth — Executive Officer, Sarasota, FL
9 other raises
- White Oaks Moderate Growth Fund SP $31.8M of —
- White Oaks Low Volatility Fund, LLC $95.6M of —
- White Oaks Low Volatility Fund SP $19.3M of —
- White Oaks Flexible Strategies Fund SP $5.0M of —
- White Oaks Alternative Strategies Fund, LLC $177.1M of —
- WHITE OAKS ALTERNATIVE STRATEGIES FUND SP $49.1M of —
- WHITE OAKS AGGRESSIVE GROWTH FUND SP $12.7M of —
- White Oaks Flexible Strategies Fund, LLC $112.6M of —
- White Oaks Aggressive Growth Fund, LLC $82.2M of —
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.