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White Oaks Low Volatility Fund LLC
Sharon Bloodworth launched White Oaks Low Volatility Fund LLC as a fund-of-funds vehicle designed to aggregate investor capital and deploy it across...
White Oaks Low Volatility Fund LLC
Sharon Bloodworth launched White Oaks Low Volatility Fund LLC as a fund-of-funds vehicle designed to aggregate investor capital and deploy it across multiple strategies with a focus on capital preservation. Bloodworth is the 100% shareholder of White Oaks Wealth Advisors, Inc., the parent entity, and the fund is advised by White Oaks Investment Management, Inc. The underlying wealth origin is not publicly disclosed. The fund targets a diversified mix including real estate via White Oaks Global Real Estate Portfolio LLC, fixed income via White Oaks Global Fixed Income Portfolio LLC, commodities exposure, and a notable separate entity owning a famous women's shoe collection. The firm's structure relies on pooled accounts rather than standalone direct deals, with William Alexander Duty serving as Capital Markets Research and Trading professional (per public record). Geographic focus includes Delaware and Florida for the real-estate and fixed-income vehicles. Bloodworth maintains professional affiliations including the Forbes Finance Council, Vistage (from which she received a Lifetime Achievement Award), NAPFA, and the Rotary Club 9 in Minneapolis. No team size or further headcount data is available. The firm operates primarily through advisor relationships and a fee-only fiduciary model, with no recent public fundraising or deployment events recorded in the last 24 months. The structural differentiator lies in the fund-of-funds architecture combined with proprietary small-cap value and macro-oriented sleeves, all filtered through a low-volatility lens. The firm's lack of marketing and sparse public disclosures suggest a high degree of discretion, typical of smaller family-office-wealth advisory structures.
General information
Firm type
Generic
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Sarasota
Corporate office
Sarasota, FL, United States
Principals
Sharon Bloodworth
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at White Oaks Low Volatility Fund LLC?
Sharon Bloodworth, founder and CEO, makes all final investment decisions. William Alexander Duty provides capital markets research and trading support. The underlying fund-of-funds structure routes capital through White Oaks Investment Management Inc., the SEC-registered investment adviser, per public records.
How is White Oaks Low Volatility Fund LLC structured relative to the family office or wealth advisory?
The firm is a limited liability company that serves as a fund-of-funds. It is part of an ecosystem that includes White Oaks Wealth Advisors Inc., (the parent, wholly owned by Bloodworth), White Oaks Investment Management Inc., (the adviser), and separate entities like White Oaks Global Real Estate Portfolio LLC and White Oaks Global Fixed Income Portfolio LLC, each operating as distinct Delaware/Florida vehicles.
Does White Oaks Low Volatility Fund LLC invest in direct deals or only through other funds?
It operates as a fund-of-funds, meaning it primarily allocates to other investment vehicles. It has holdings in specific named entities such as real estate and fixed income portfolios, as well as commodity exposure and a collectible asset class (a famous women's shoe collection). No evidence of direct private equity or venture capital deal-making.
What asset classes does the fund typically include?
The fund targets a low-volatility mandate by allocating to real estate, fixed income, commodities, and a notable collectible asset. The real estate and fixed income vehicles are managed under separate LLC structures in Delaware and Florida.
What is Sharon Bloodworth's background?
Bloodworth is a past President of Rotary Club 9 in Minneapolis, a member of Forbes Finance Council, and received a Vistage Lifetime Achievement Award. She is also involved with CEOs Against Cancer (Minnesota chapter). Her professional network includes NAPFA, a fee-only fiduciary association. Prior history is not publicly detailed.
Is there any philanthropic structure associated with the firm?
Yes, but it is separated from the commercial fund. Bloodworth is associated with the Rotary International District 5950 Foundation and Sophia's Sunshine School, per public records. These entities are not part of the fund's investment portfolio.
Where does the underlying wealth come from?
The origin of the capital managed by White Oaks Low Volatility Fund LLC is not publicly disclosed. The fund structure suggests it aggregates capital from multiple investors, but the family or source of the wealth is not identified.
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