WHITE OAKS INVESTMENT MANAGEMENT, INC
  • WHITE OAKS INVESTMENT MANAGEMENT, INC

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Adviser Profile

As of Date 05/27/2026
Registration SEC, Approved, 04/24/2014
ADV Location SARASOTA, FL, United States
Contact Info 941 xxxxxxx
AUM* 496,135,160 24%
of that, discretionary 496,135,160 24%
Number of Employees 2
of those in investment advisory functions 1 -50%
Private Fund GAV* 992,270,319 16%
Avg Account Size 45,103,196 24%
SMA’s No
Private Funds 17 1

Adviser Type

- Large advisory firm

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

496M 425M 354M 284M 213M 142M 71M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary