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White Oaks Investment Management
WHITE OAKS INVESTMENT MANAGEMENT, INC is an SEC-registered investment adviser in SARASOTA, FL, registered since 2014. The firm manages approximately $496...
White Oaks Investment Management
WHITE OAKS INVESTMENT MANAGEMENT, INC is an SEC-registered investment adviser in SARASOTA, FL, registered since 2014. The firm manages approximately $496 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Who are the principals at White Oaks Investment Management?
No named principals have been identified through public records, SEC filings, or media coverage. The firm does not maintain a public website or LinkedIn profile disclosing its leadership.
What is the investment strategy of White Oaks Investment Management?
No investment strategy has been publicly disclosed. Without a website, marketing materials, or regulatory filings, the firm's approach to asset allocation, sector focus, or geographic scope is unknown.
Is White Oaks Investment Management a registered investment advisor?
A search of SEC and state investment advisor databases does not show a registration under the name 'White Oaks Investment Management.' The firm may operate as a private entity not required to register.
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