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WHITE OAKS INVESTMENT MANAGEMENT, INC
CRD 170016 · SEC 801-79237
1717 2ND STREET, SUITE C, SARASOTA, FL, 34236, United States
Phone
941-361-9000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$496.1M
Discretionary AUM
$496.1M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $496.1M |
States served
MN, FL
Official SEC filing: View on IAPD