White Oaks Alternative Strategies Fund

White Oaks Alternative Strategies Fund

White Oaks Alternative Strategies Fund operates as the fund-of-funds arm within a wider financial ecosystem founded and controlled by Sharon Alison Bloodworth. The vehicle sits alongside White Oaks Wealth Advisors and White Oaks Investment Management, forming a structure where alternative-asset sourcing coexists with tax planning, financial advisory, and portfolio construction services. Bloodworth is the 100% shareholder across these entities, suggesting a centralized governance model that bundles investment management with client-facing wealth advisory. The fund's strategy revolves around selecting external alternative asset managers rather than making direct investments. While its specific underlying holdings remain undisclosed in public filings, the vehicle's presence within a broader wealth management practice implies a focus on lower-minimum, retail-accessible alternative strategies — potentially spanning private credit, real estate, and hedge fund exposures. A related entity, White Oaks Global Real Estate Portfolio LLC, is registered in Delaware and Florida, indicating some internal sourcing capability on the real-asset side through a separate legal vehicle. The wider White Oaks footprint extends beyond fund management. Bloodworth has been active in professional networks including Vistage, where she received a Lifetime Achievement Award, and the Rotary Club, serving as President and District Governor. A philanthropic structure — the Minneapolis City of Lakes Rotary Foundation — ties the firm to Minnesota, despite the current Sarasota headquarters. Additional disclosed assets include a shoe collection and an Indonesian school, underscoring an idiosyncratic asset base alongside the investment platform. The firm's architecture does not fit the single-family office mold. It is a fund manager tethered to an advisory practice, with the founder maintaining full ownership across all entities. The absence of disclosed institutional backing, external GP stakes, or a publicly named CIO distinct from Bloodworth means sourcing, manager selection, and portfolio construction likely flow through a concentrated decision-making channel. For allocators, the structural question is whether the fund-of-funds portfolio is built for the founder's own capital alongside clients, or purely as a product for the advisory book — a distinction that public records do not clarify.