White Oaks Investment Management provides portfolio management for pooled vehicles. The firm advises 17 private funds.
White Oaks Investment Management reports 10 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($496M across 11 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 10 | $496M | 100.0% | $49.6M |
| Total | 10 | $496M | 100% | $49.6M |
- Clients
- 10
- Regulatory AUM
- $496M
- AUM share
- 100.0%
- Avg. per client
- $49.6M
Total
- Clients
- 10
- Regulatory AUM
- $496M
- AUM share
- 100%
- Avg. per client
- $49.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 17
White Oaks Investment Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Sharon Bloodworth owns 75% or more of White Oaks Investment Management. The leadership team of White Oaks Investment Management includes Chief Compliance Officer Sharon Bloodworth. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of White Oaks Investment Management, Inc
Sharon Bloodworth
Control person · since October 2017
White Oaks Investment Management’s regulatory assets grew from $359M (March 2021) to $496M (May 2026); clients were 10 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $496M | 10 | 2 | 2 |
| Mar 2025March 2025 | $427M | 10 | 3 | 2 |
| Apr 2024April 2024 | $400M | 10 | 2 | 2 |
| Mar 2023March 2023 | $363M | 10 | 2 | 2 |
| Mar 2022March 2022 | $395M | 10 | 2 | 2 |
| Mar 2021March 2021 | $359M | 10 | 2 | 2 |
Besides its headquarters, White Oaks Investment Management has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 1717 2nd Street, Suite C, SarasotaHQ
Minnesota · 1 listed address
- 5500 Wayzata BLVD., Minneapolis
Contact and registration details
- Legal name
- White Oaks Investment Management, Inc
- Headquarters
- 1717 2nd Street, Suite C, Sarasota, FL 34236
- Website
- Not reported
- Phone
- 941-361-9000
- SEC file
- 801-79237
- Structure
- Delaware corporation
- Fiscal year end
- December
White Oaks Investment Management has custody of $496M for 10 clients.
How many clients does White Oaks Investment Management have?
White Oaks Investment Management has 10 clients and manages $496 million for them, as of May 2026. They include 10 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026
What services does White Oaks Investment Management offer?
White Oaks Investment Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does White Oaks Investment Management have?
White Oaks Investment Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns White Oaks Investment Management?
White Oaks Investment Management’s direct owner is Sharon Bloodworth (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 May 2026
How does White Oaks Investment Management get paid?
White Oaks Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact White Oaks Investment Management?
White Oaks Investment Management’s main office is at 1717 2nd Street, Suite C, Sarasota, FL 34236. Its phone number is 941-361-9000.