Hedge fund profile

White Oaks Investment Management Aggressive Fund, LLC

White Oaks Investment Management Aggressive Fund, LLC is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is White Oaks Investment Management, INC, based in Sarasota, Florida, United States.

$35.5Mgross assets
$1.0Mminimum
24owners
3(c)(1)exemption

Disclosure fields

Fund facts

SEC private fund ID805-8828925755
Reference ID66436
JurisdictionDelaware, United States
Fund of fundsYes
Master fundNo
Feeder fundYes
Non-US ownership0%
Assets valued100%
Annual auditYes
GAAPYes
Source periodMarch 2026
Date submitted03/17/2026 01:10:29 PM

Adviser

White Oaks Investment Management, INC

TypeRegistered investment adviser
SEC number801-79237
CRD170016
Regulatory AUM$496.1M

Compliance signals

Exempt from registration Sales limited No prime broker flag Custodians reported

Service providers

Reported counterparties

General partners

White Oaks Investment Management, INC

Auditors

CBIZ CPAS P.C.

Custodians

GOLDMAN SACHS CUSTODY SOLUTIONS

Administrators

NAV CONSULTING INC.

Same adviser

Related hedge fund profiles