# White Oaks Low Volatility Fund LLC

White Oaks Low Volatility Fund LLC is a Generic based in Sarasota, United States.

## Overview

- **Organization type:** Generic
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** Sarasota, FL, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **Reports private funds:** No

## About

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. 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.

## Sectors

- Private Credit
- Real Estate
- Fixed Income
- Commodities

## People

- Sharon Bloodworth — Founder and CEO

## Questions

### 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.

## Related profiles

- [White Oaks Flexible Strategies Fund LLC](https://altss.com/profile/white-oaks-flexible-strategies-fund-llc)
- [White Oaks Moderate Growth Fund LLC](https://altss.com/profile/white-oaks-moderate-growth-fund-llc)

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Last updated: 2026-08-11T02:43:31.692Z

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