White Oaks Investment Management, INC

White Oaks Investment Management, INC is listed as the manager/adviser for 17 SEC-reported hedge fund profiles in this directory. The office location in the filing data is Sarasota, Florida, United States.

IAPD profile

17fund profiles

$992.3Mfund gross assets

$496.1Mregulatory AUM

3employees

Manager profile

What this page consolidates

This page groups every hedge fund vehicle in the generated dataset that reports White Oaks Investment Management, INC as the linked manager/adviser. It combines the fund list, strategy tags, jurisdiction signals, Form ADV identifiers, service flags, and reported assets into one crawlable profile.

The largest listed fund vehicle is White Oaks Global Equity Portfolio, LLC, reported at $378.3M in gross assets. The visible strategy mix includes general hedge fund, volatility, multi-strategy, and credit.

Terminology

Manager or adviser?

The reader-facing term is hedge fund manager. The SEC source term is investment adviser, because Form ADV and IAPD are built around adviser registrations and exempt reporting advisers. This site uses manager in navigation and keeps adviser where it describes the regulatory filing role.

Registered investment adviser is the registration category shown in the generated data. Disclosures: no.

Visual profile

Funds, strategies, and jurisdictions

Largest fund vehicles

White Oaks Global Equity Portfolio, LLC $378.3M White Oaks Investment Management Alternative Strategies Fund $101.8M White Oaks Investment Management Alternative Strategies Fund Sp $101.1M White Oaks Investment Management Moderate Growth Fund Sp $67.4M White Oaks Investment Management Flexible Strategies Fund $55.2M White Oaks Diversifier Portfolio LLC $43.4M

Strategy mix

General hedge fund $874.1M

Volatility $49.5M

Multi-strategy $27.1M

Credit $15.1M

Long/short equity $13.6M

Sector-focused $12.9M

Fund jurisdictions

Delaware, United States $739.4M

Cayman Islands $252.9M

Fund vehicles

Search reported hedge funds

17 rows shown

Fund	Location	Gross assets	Minimum
White Oaks Global Equity Portfolio, LLC General hedge fund	Sarasota, Florida, United States	$378.3M	$1.0M
White Oaks Investment Management Alternative Strategies Fund General hedge fund	Sarasota, Florida, United States	$101.8M	$1.0M
White Oaks Investment Management Alternative Strategies Fund Sp General hedge fund	Sarasota, Florida, United States	$101.1M	$1.0M
White Oaks Investment Management Moderate Growth Fund Sp General hedge fund	Sarasota, Florida, United States	$67.4M	$1.0M
White Oaks Investment Management Flexible Strategies Fund General hedge fund	Sarasota, Florida, United States	$55.2M	$1.0M
White Oaks Diversifier Portfolio LLC General hedge fund	Sarasota, Florida, United States	$43.4M	$1.0M
White Oaks Investment Management Aggressive Fund, LLC General hedge fund	Sarasota, Florida, United States	$35.5M	$1.0M
White Oaks Investment Management Aggressive Growth Fund Sp General hedge fund	Sarasota, Florida, United States	$30.5M	$1.0M
White Oaks Investment Management Flexible Strategies Fund Sp General hedge fund	Sarasota, Florida, United States	$29.1M	$1.0M
White Oaks Absolute Return Portfolio LLC Multi-strategy	Sarasota, Florida, United States	$27.1M	$1.0M
White Oaks Investment Management Moderate Growth Fund General hedge fund	Sarasota, Florida, United States	$26.1M	$1.0M
White Oaks Investment Management Low Volatility Fund Sp Volatility	Sarasota, Florida, United States	$24.9M	$1.0M
White Oaks Investment Management Low Volatility Fund Volatility	Sarasota, Florida, United States	$24.6M	$1.0M
White Oaks Global Fixed Income Portfolio LLC Credit	Sarasota, Florida, United States	$15.1M	$1.0M
White Oaks Long-Short Portfolio, LLC Long/short equity	Sarasota, Florida, United States	$13.6M	$1.0M
White Oaks Global Real Estate Portfolio LLC Sector-focused	Sarasota, Florida, United States	$12.9M	$1.0M
White Oaks Private Equity Portfolio, LLC General hedge fund	Sarasota, Florida, United States	$5.8M	$1.0M

Location pages

Where this manager is filed

The manager address in this dataset is Sarasota, Florida, United States. Location pages group managers by the filing address, not by where investors or portfolio holdings are located.

Sarasota Florida United States

FAQ

Research notes

Why can one manager have many fund rows?

Large firms often report master funds, feeders, parallel funds, offshore vehicles, and strategy sleeves separately in Form ADV private-fund data.

Does gross asset value equal performance?

No. Gross asset value is a disclosure field. It is not a return, rating, net asset value, or investment recommendation.

Which jurisdictions appear in this profile?

The largest sampled jurisdictions include Delaware, United States and Cayman Islands.