White Oaks Moderate Growth Fund LLC

White Oaks Moderate Growth Fund LLC

White Oaks Moderate Growth Fund LLC operates as a fund-of-funds manager affiliated with White Oaks Wealth Advisors, an RIA founded by Sharon Alison Bloodworth and Robert Klosterman. Bloodworth serves as CEO and CCO of both entities, giving the fund direct access to the advisory firm's broader client and manager network. Wealth origin for the founding team is not publicly disclosed. The fund's strategy centers on deploying capital through third-party asset managers and structured investment vehicles. It maintains commodity exposure as a stated allocation category but does not publicly list specific asset-class targets beyond that. Geographic focus includes the United States, with offices in Sarasota, Florida, and Minneapolis, Minnesota. No named portfolio companies or co-investors have been publicly attributed to the fund. The firm's total number of investment professionals is not publicly reported. Sharon Bloodworth has a long tenure in the financial planning industry, holding membership in the Financial Planning Association (FPA). She also received the Vistage Lifetime Achievement Award, reflecting network involvement outside direct asset management. One notable operational event: in 2011, White Oaks Wealth Advisors acquired Intrinzia Family Office, a move that expanded its family office service capabilities (per the firm's official communications). The fund's structure as a legally distinct LLC managed by the same team as the broader RIA creates a clear governance separation between the fund-of-funds vehicle and the wealth advisory business. The firm does not appear to maintain a parallel philanthropic foundation, though Bloodworth has ties to the Minneapolis Rotary Community Service Foundation.