WHITE OAKS INVESTMENT MANAGEMENT, INC
CRD #170016 SEC #801-79237 SARASOTA, FL 941-361-9000
SEC Registered Private Funds
Total AUM
$427.1M
Discretionary
$427.1M
Employees
3
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $427.1M | $427.1M | $0 | 3 | 0 |
| Jan 2025 | $400.3M | $400.3M | $0 | 2 | 0 |
| Nov 2024 | $400.3M | $400.3M | $0 | 2 | 0 |
| Apr 2024 | $400.3M | $400.3M | $0 | 2 | 0 |
| Feb 2024 | $400.3M | $400.3M | $0 | 2 | 0 |
| Feb 2024 | $400.3M | $400.3M | $0 | 2 | 0 |
| Mar 2023 | $363.3M | $363.3M | $0 | 2 | 0 |
| Mar 2022 | $395.4M | $395.4M | $0 | 2 | 0 |
| Jan 2022 | $359M | $359M | $0 | 2 | 0 |
| Dec 2021 | $359M | $359M | $0 | 2 | 0 |
| Mar 2021 | $359M | $359M | $0 | 2 | 0 |
| May 2020 | $365M | $365M | $0 | 2 | 0 |
| Mar 2020 | $365M | $365M | $0 | 2 | 0 |
| Mar 2020 | $365M | $365M | $0 | 2 | 0 |
| Jan 2020 | $318.4M | $318.4M | $0 | 3 | 0 |
| Jul 2019 | $318.4M | $318.4M | $0 | 3 | 0 |
| Mar 2019 | $321.4M | $321.4M | $0 | 3 | 0 |
| Mar 2018 | $342.8M | $342.8M | $0 | 3 | 0 |
| Oct 2017 | $302.6M | $302.6M | $0 | 3 | 0 |
| Oct 2017 | $302.6M | $302.6M | $0 | 3 | 0 |
| Jul 2017 | $302.6M | $302.6M | $0 | 3 | 1 |
| Mar 2017 | $302.6M | $302.6M | $0 | 3 | 1 |
| Jul 2016 | $284.8M | $284.8M | $0 | 3 | 1 |
| Mar 2016 | $284.8M | $284.8M | $0 | 3 | 1 |
| Sep 2015 | $283.1M | $283.1M | $0 | 3 | 1 |
| Aug 2015 | $283.1M | $283.1M | $0 | 3 | 1 |
| Mar 2015 | $283.1M | $283.1M | $0 | 2 | 1 |
| Nov 2014 | $284.1M | $284.1M | $0 | 2 | 1 |
| Sep 2014 | $284.1M | $284.1M | $0 | 2 | 1 |
| Apr 2014 | $284.1M | $284.1M | $0 | 2 | 1 |
| Feb 2014 | $281.2M | $281.2M | $0 | 2 | 1 |
DateMar 2025
Total AUM$427.1M
Discretionary$427.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$400.3M
Discretionary$400.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$400.3M
Discretionary$400.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$400.3M
Discretionary$400.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$400.3M
Discretionary$400.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$400.3M
Discretionary$400.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$363.3M
Discretionary$363.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$359M
Discretionary$359M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$359M
Discretionary$359M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$359M
Discretionary$359M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$321.4M
Discretionary$321.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2017
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees3
Clients0
DateOct 2017
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2017
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees3
Clients1
DateJul 2016
Total AUM$284.8M
Discretionary$284.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2016
Total AUM$284.8M
Discretionary$284.8M
Non-Disc.$0
Employees3
Clients1
DateSep 2015
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees3
Clients1
DateAug 2015
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees3
Clients1
DateMar 2015
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees2
Clients1
DateNov 2014
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees2
Clients1
DateSep 2014
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees2
Clients1
DateApr 2014
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees2
Clients1
DateFeb 2014
Total AUM$281.2M
Discretionary$281.2M
Non-Disc.$0
Employees2
Clients1