White Oaks Investment Management, Inc is an SEC-registered investment adviser based in Sarasota, FL that reports managing 17 hedge funds on Form ADV. It reports $496.1 million in regulatory assets under management. Its private funds, of all types, hold $992.3 million in gross assets.
- Regulatory assets under management
- $496.1 millionForm ADV Item 5.F
- Gross assets of private funds
- $992.3 millionAll private fund types, Form ADV
- Hedge funds managed
- 1717 private funds in total
- Employees
- 2Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 170016
- Latest Form ADV
- 05/27/2026Disciplinary disclosures: none reported
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures