RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KLOSTERMAN, ROBERT, JOHNIFOUNDER & ADVISORNA Control
KLOSTERMAN, ROBERT, JOHNIFOUNDER & ADVISORNA Control
KLOSTERMAN, ROBERT, JOHNIFOUNDER & ADVISORNA Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
BLOODWORTH, SHARON, ALISONICEO AND CHIEF COMPLIANCE OFFICERE Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
KLOSTERMAN, ROBERT, JOHNICEO, CIO AND CCOD Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control
BLOODWORTH, SHARON, ALISONIPRESIDENTC Control

Registrations

Federal

IA
Mar 12, 2025 REGISTERED

Notice Filings (2)

FL MN

Address

1717 2ND STREET
SUITE C
SARASOTA, FL 34236
United States
Phone: 941-361-9000