White Oaks Low Volatility Fund, LLC

Form D Filings

Location
Sarasota, FL
Investment Fund Type
Other Investment Fund
Industry Group
Pooled Investment Fund
Related People
White Oaks Investment Management, Inc., Sharon Bloodworth, Robert J. Klosterman, White Oaks Wealth Advisors, Inc.
Entity Type
Limited Liability Company
CIK
0001299872
Previous Names
White Oaks Low Volatility Fund, LLC, White Oaks Investment Management Conservative Growth Fund LLC, White Oaks Wealth Advisors Conservative Growth Fund LLC
All SEC Filings
View on sec.gov
Date Filed Security Types Amount Sold Diff Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link
9/11/2023 Equity, Pooled Investment Fund $899,452 $93,223,782 Indefinite Indefinite 7/7/2004 9/11/2023 D/A 000129986823000002
9/12/2022 Equity, Pooled Investment Fund $232,484 $92,324,330 Indefinite Indefinite 7/7/2004 9/12/2022 D/A 000129987222000001
9/15/2021 Equity, Pooled Investment Fund $1,906,890 $92,091,846 Indefinite Indefinite 7/7/2004 9/15/2021 D/A 000150776021000005
9/16/2020 Equity, Pooled Investment Fund $1,397,326 $90,184,956 Indefinite Indefinite 7/7/2004 9/16/2020 D/A 000129986820000002
9/16/2019 Equity, Pooled Investment Fund $15,987,380 $88,787,630 Indefinite Indefinite 7/7/2004 9/16/2019 D/A 000129987219000001
9/18/2018 Equity, Pooled Investment Fund $0 $72,800,250 Indefinite Indefinite 7/7/2004 9/17/2018 D/A 000129987218000002
9/17/2018 Equity, Pooled Investment Fund $6,579,282 $72,800,250 Indefinite Indefinite 7/7/2004 9/17/2018 D/A 000129987218000001
9/20/2017 Equity, Pooled Investment Fund $5,685,127 $66,220,968 Indefinite Indefinite 7/7/2004 9/20/2017 D/A 000129987217000001
10/5/2016 Equity, Pooled Investment Fund $9,650,247 $60,535,841 Indefinite Indefinite 7/7/2004 10/5/2016 D/A 000129987216000003
10/8/2015 Equity, Pooled Investment Fund $6,367,755 $50,885,594 Indefinite Indefinite 7/7/2004 10/7/2015 D/A 000129987215000002
11/25/2014 Equity, Pooled Investment Fund $0 $44,517,839 Indefinite Indefinite 7/7/2004 11/24/2014 D/A 000129987214000006
10/14/2014 Equity, Pooled Investment Fund $1,234,939 $44,517,839 Indefinite Indefinite 7/7/2004 10/10/2014 D/A 000129987214000004
3/12/2014 Equity, Pooled Investment Fund $0 $43,282,900 Indefinite Indefinite 7/7/2004 3/12/2014 D/A 000129987214000002
3/6/2014 Equity, Pooled Investment Fund $117,734 $43,282,900 Indefinite Indefinite 7/7/2004 3/6/2014 D/A 000129987214000001
3/6/2013 Equity, Pooled Investment Fund $37,749 $43,165,166 Indefinite Indefinite 7/7/2004 3/6/2013 D/A 000129987213000001
3/6/2012 Equity, Pooled Investment Fund $2,446,702 $43,127,417 Indefinite Indefinite 7/7/2004 3/6/2012 D/A 000129987212000001
3/14/2011 Equity, Pooled Investment Fund $40,680,715 $40,680,715 Indefinite Indefinite 7/7/2004 3/11/2011 D 000129987211000001
3/12/2010 Equity, Pooled Investment Fund $1,977,862 $40,083,114 Indefinite Indefinite 7/7/2004 3/12/2010 D/A 000129987210000001
3/13/2009 Equity, Pooled Investment Fund $38,105,252 Indefinite Indefinite 7/7/2004 3/13/2009 D/A 000129987209000003