Fund of Funds

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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.

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. 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. 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. 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.

General information

Firm type

Generic

Location

Region

North America

Country

United States

City

Sarasota

Corporate office

Sarasota, FL, United States

Principals

Sharon Alison Bloodworth

Founder and CEO

Frequently asked questions

What is the relationship between White Oaks Alternative Strategies Fund and White Oaks Wealth Advisors?

Both entities fall under common ownership by Sharon Alison Bloodworth, who holds 100% of each. White Oaks Wealth Advisors provides tax planning, financial planning, and broader wealth advisory services, while the Alternative Strategies Fund operates as the investment vehicle for selecting external alternative-asset managers. The two entities share control but serve distinct functions within the same overall platform.

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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