WHITE OAKS INVESTMENT MANAGEMENT, INC

Sarasota, United States · CRD 170016

SEC-registered investment adviser since 2014 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$496.1m
Main clients (by assets)Private funds 100%
Private funds17 · $992.3m gross assets
Form ADV · 2026-05-27SEC adviser record

Kindhedge funds
Others nearbySarasota, FL, Minneapolis, MN

As an employer

Staff (Form ADV)2 · 1 in investment roles
Offices in1 country
Private fundshedge 17

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Sarasota, FL (main office)United States	United States
Minneapolis, MNUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.