White Oaks Investment Management, Inc
White Oaks Investment Management, Inc is an SEC-registered asset manager in Sarasota, FL with $496.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns White Oaks Investment Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170016, SEC 801-79237, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $496.1M (2026-05-27)
- Firm type
- Asset Manager
- Location
- Sarasota, FL
- Employees
- 2
- Clients
- 10
- CRD
- 170016
- Ownership
- BLOODWORTH, SHARON, ALISON; KLOSTERMAN, ROBERT, JOHN
How much AUM does White Oaks Investment Management, Inc have?
White Oaks Investment Management, Inc reported $496.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns White Oaks Investment Management, Inc?
Disclosed owners and executives of White Oaks Investment Management, Inc include BLOODWORTH, SHARON, ALISON, KLOSTERMAN, ROBERT, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.