# White Oaks Investment Management

White Oaks Investment Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 170016
- **SEC file number:** 801-79237
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170016

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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