Fund of Funds

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White Oaks Aggressive Growth Fund LLC

Sharon Bloodworth runs White Oaks Aggressive Growth Fund, a fund-of-funds manager in Sarasota allocating across private equity and real estate.

White Oaks Aggressive Growth Fund LLC

White Oaks Aggressive Growth Fund LLC functions as a fund-of-funds manager headquartered in Sarasota, Florida. The entity is owned and operated by Sharon Alison Bloodworth, who serves as CEO and 100% shareholder of both White Oaks Wealth Advisors and White Oaks Investment Management. Bob Klosterman is the retired founder. Bloodworth's professional network includes leadership roles in the Rotary Club, Vistage, Forbes Finance Council, and NAPFA, indicating a fee-only fiduciary posture. The fund's strategy targets private equity and real estate through pooled vehicles. Known related entities include the White Oaks Private Equity Portfolio LLC and White Oaks Global Real Estate Portfolio LLC, both domiciled in Longboat Key, Florida. The firm also holds a collection described as a Famous Women's Shoe Collection — a non-core asset with unclear relation to the fund structure. Geographic focus is North America, with evident concentration in Florida. Team size and headcount are not publicly disclosed. Bloodworth is the primary known operator; she also serves as Board Secretary and Vice-Chair of the Minnesota Opera. The fund maintains educational and philanthropic ties to Sophia's Sunshine School. No team additions or fund closings from the last 24 months are publicly recorded. White Oaks Aggressive Growth Fund LLC is structurally thin — a single-principal operation where the fund itself is one of several LLC vehicles under Bloodworth's personal control. The reliance on Bloodworth as sole shareholder and CEO creates concentrated governance, typical of small family-office-style entities. No independent investment committee or advisory board is publicly identified.

General information

Firm type

Fund of Funds

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Sarasota

Corporate office

Sarasota, FL, United States

Principals

Sharon Alison Bloodworth

CEO and 100% shareholder of White Oaks Wealth Advisors and White Oaks Investment Management

Bob Klosterman

Retired founder of White Oaks

Sector focus

Private EquityReal EstateAlternative Investments

Frequently asked questions

Who is the key decision-maker at White Oaks Aggressive Growth Fund LLC?

Sharon Alison Bloodworth is CEO and 100% shareholder of both White Oaks Wealth Advisors and White Oaks Investment Management, the entities that oversee the fund. Bob Klosterman is the retired founder. Bloodworth holds no known co-investment committee or external investment board, making her the sole allocator (per public record).

How does White Oaks Aggressive Growth Fund source its investments?

The fund operates as a fund-of-funds manager, meaning it pools capital to invest in other external private equity and real estate funds rather than making direct deals. No proprietary deal flow or direct co-investment activity is publicly documented (per Altss research).

What is the relationship between White Oaks Aggressive Growth Fund and White Oaks Wealth Advisors?

Both entities are controlled by Sharon Bloodworth as CEO and sole shareholder. White Oaks Wealth Advisors is the advisory arm, while White Oaks Aggressive Growth Fund LLC is an investment vehicle likely offered to clients or pooled capital. Both are headquartered in Sarasota, Florida (per public record).

Does the fund focus on any specific asset classes?

Based on related entity names, the fund targets private equity and real estate. The White Oaks Global Real Estate Portfolio LLC and White Oaks Private Equity Portfolio LLC suggest a multi-asset fund-of-funds approach. No sector-specific exclusions are publicly known (per Altss research).

Is White Oaks Aggressive Growth Fund open to external investors?

The fund's structure as an LLC managed by an RIA suggests it may be available to accredited investors, but no registration documents or offering details are publicly accessible. Bloodworth's NAPFA membership indicates a fiduciary fee-only model but does not confirm fund availability to the public (per public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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