White Oaks Low Volatility Fund is a Other Investment Fund in Florida, that has raised $93.22 mm from 128 investors, for an equity fund started in Jul 2004. Data from SEC filing on 11 Sep 2023.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
White Oaks Investment Management Conservative Growth Fund LLC, White Oaks Wealth Advisors Conservative Growth Fund LLC
SEC CIK
AUM ?
$29.11 mm
Address
White Oaks Low Volatility Fund
80 SOUTH EIGHTH STREET
SUITE 1725
MINNEAPOLIS
MN 55402
80 SOUTH EIGHTH STREET
SUITE 1725
MINNEAPOLIS
MN 55402
Phone
612-455-6900
Ownership
Fund structure | AUM | Fund type |
---|---|---|
White Oaks Investment Management, Inc | $395.41 mm | |
White Oaks Absolute Return Portfolio LLC | $25.64 mm | Hedge Fund |
White Oaks Moderate Growth Fund LLC | ||
White Oaks Low Volatility Fund LLC | ||
White Oaks Low Volatility Fund SP | ||
White Oaks Moderate Growth Fund SP | ||
White Oaks Aggressive Growth Fund, LLC | ||
White Oaks Aggressive Growth Fund SP | ||
White Oaks Flexible Strategies Fund LLC | ||
White Oaks Alternative Strategies Fund SP | ||
White Oaks Flexible Strategies Fund SP | ||
White Oaks Alternative Strategies Fund, LLC | ||
White Oaks Diversifier Portfolio LLC | $44.51 mm | Hedge Fund |
White Oaks Moderate Growth Fund LLC | ||
White Oaks Low Volatility Fund SP | ||
White Oaks Moderate Growth Fund SP | ||
White Oaks Low Volatility Fund LLC | ||
White Oaks Aggressive Growth Fund, LLC | ||
White Oaks Aggressive Growth Fund SP | ||
White Oaks Flexible Strategies Fund LLC | ||
White Oaks Alternative Strategies Fund SP | ||
White Oaks Flexible Strategies Fund SP | ||
White Oaks Alternative Strategies Fund, LLC | ||
White Oaks Global Equity Portfolio, LLC | $282.95 mm | Hedge Fund |
White Oaks Moderate Growth Fund LLC | ||
White Oaks Low Volatility Fund SP | ||
White Oaks Moderate Growth Fund SP | ||
White Oaks Low Volatility Fund LLC | ||
White Oaks Aggressive Growth Fund, LLC | ||
White Oaks Aggressive Growth Fund SP | ||
White Oaks Flexible Strategies Fund LLC | ||
White Oaks Alternative Strategies Fund SP | ||
White Oaks Flexible Strategies Fund SP | ||
White Oaks Alternative Strategies Fund, LLC | ||
White Oaks Global Fixed Income Portfolio LLC | $18.63 mm | Hedge Fund |
White Oaks Moderate Growth Fund SP | ||
White Oaks Low Volatility Fund LLC | ||
White Oaks Moderate Growth Fund LLC | ||
White Oaks Low Volatility Fund SP | ||
White Oaks Alternative Strategies Fund SP | ||
White Oaks Alternative Strategies Fund, LLC | ||
White Oaks Aggressive Growth Fund, LLC | ||
White Oaks Aggressive Growth Fund SP | ||
White Oaks Global Real Estate Portfolio LLC | $18.85 mm | Hedge Fund |
White Oaks Investment Management Alternative Strategies Fund SP | $66.66 mm | Hedge Fund |
White Oaks Investment Management Flexible Strategies Fund SP | $28.01 mm | Hedge Fund |
White Oaks Investment Management Alternative Strategies Fund | $83.03 mm | Hedge Fund |
White Oaks Investment Management Moderate Growth Fund | $20.70 mm | Hedge Fund |
White Oaks Investment Management Low Volatility Fund SP | $28.67 mm | Hedge Fund |
White Oaks Investment Management Moderate Growth Fund SP | $39.58 mm | Hedge Fund |
White Oaks Investment Management Low Volatility Fund | $29.11 mm | Hedge Fund |
White Oaks Investment Management Aggressive Fund, LLC | $27.33 mm | Hedge Fund |
White Oaks Investment Management Aggressive Growth Fund SP | $20.74 mm | Hedge Fund |
White Oaks Investment Management Flexible Strategies Fund | $51.60 mm | Hedge Fund |
White Oaks Private Equity Portfolio, LLC | $4.84 mm | Hedge Fund |
White Oaks Investment Management Low Volatility Fund SP | ||
White Oaks Investment Management Flexible Strategies Fund | ||
White Oaks Investment Management Moderate Growth Fund SP | ||
White Oaks Investment Management Alternative Strategies Fund | ||
White Oaks Investment Management Moderate Growth Fund | ||
White Oaks Investment Management Aggressive Fund, LLC | ||
White Oaks Investment Management Aggressive Growth Fund SP | ||
White Oaks Investment Management Alternative Strategies Fund SP | ||
White Oaks Investment Management Flexible Strategies Fund SP | ||
White Oaks Investment Management Low Volatility Fund |
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund / equity, sold $93.22 mm, 128 investors
11 Sep 23
D/A
Indefinite amount in investment fund / equity, sold $92.32M, 125 investors
12 Sep 22
D/A
Indefinite amount in investment fund / equity, sold $92.09M, 125 investors
15 Sep 21
D/A
Indefinite amount in investment fund / equity, sold $90.18M, 125 investors
16 Sep 20
D/A
Indefinite amount in investment fund / equity, sold $88.79M, 123 investors
16 Sep 19
D/A
Indefinite amount in investment fund / equity, sold $72.8M, 115 investors
18 Sep 18
D/A
Indefinite amount in investment fund / equity, sold $72.8M, 115 investors
17 Sep 18
D/A
Indefinite amount in investment fund / equity, sold $66.22M, 113 investors
20 Sep 17
D/A
Indefinite amount in investment fund / equity, sold $60.54M, 105 investors
5 Oct 16
D/A
Indefinite amount in investment fund / equity, sold $50.89M, 98 investors
8 Oct 15
Latest ownership filings
No filings