White Oaks Flexible Strategies Fund LLC

White Oaks Flexible Strategies Fund LLC

White Oaks Flexible Strategies Fund LLC was founded as a Delaware pooled-investment vehicle, headquartered in Sarasota, Florida. Sharon Bloodworth serves as CEO and sole shareholder of the managing firm, while Robert Klosterman founded the entity and previously led White Oaks Wealth Advisors as CEO and CIO. The firm operates through affiliated LLCs including White Oaks Global Real Estate Portfolio LLC, White Oaks Private Equity Portfolio LLC, and White Oaks Absolute Return Portfolio LLC — each structured as a separate pooled fund (public record). The firm's investment strategy spans global real estate, private equity, and absolute return / hedge fund strategies via a fund-of-funds structure. Geographically, holdings are primarily domestic, with asset exposure likely extending to U.S. and select international markets. Investment decisions are made through White Oaks Investment Management, Inc., an affiliated registered investment adviser that manages the underlying portfolios. The firm does not publicly disclose specific portfolio companies or co-investor relationships. Sharon Bloodworth also serves as District Governor for Rotary District 5950. Professional affiliations include membership in NAPFA and the Financial Planning Association, suggesting a RIA-oriented compliance framework. The firm maintains ties to the Rotary Foundation for philanthropic giving. No additional offices have been confirmed beyond the Sarasota headquarters. An operational event from the last 24 months was not found in public sources. The firm's structural differentiator is its multi-entity fund-of-funds architecture, where each pooled vehicle (real estate, private equity, absolute return) operates as a separate Delaware LLC, enabling targeted exposure while leveraging a shared investment adviser. The chief limitation in public knowledge is the absence of disclosed AUM, client composition, and direct deal activity — making it difficult to assess scale or performance.