White Oaks Investment Management

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White Oaks Investment Management — overview

Type

Hedge Fund Manager

Location

Sarasota, FL, US

Alternative Asset Class

HF

Established

1986

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

3

About

White Oaks Investment Management is a Florida based hedge fund manager established in 1986, focus on long-term opportunities that span over a three-year time horizon. The firm uses a unique approach to create client portfolios. We seek out undervalued asset classes, overlooked sectors or trends and high probability strategies to enable us to accomplish our goal of outperforming our benchmarks on a net of fees basis.
Asset ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds17Diversified,Long/Short Equity,Multi-Strategy,Real Estate

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White Oaks Investment Management - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
Director of Operations & Certified Senior AdvisorSarasota, USHF
Chief Executive OfficerSarasota, USHF
Portfolio ManagerSarasota, USHF
Vice President of Family Office Services & Certified Senior AdvisorSarasota, USHF
Investment AnalystSarasota, USHF

Showing 5 of 5 known decision makers White Oaks Investment Management

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White Oaks Investment Management - hedge funds managed (17)

Fund NameShare ClassesInception DateCore StrategyStatusLatest AUM
White Oaks Absolute Return Portfolio-DiversifiedActive
White Oaks Aggressive Growth Fund (Feeder1)-DiversifiedActive
White Oaks Aggressive Growth Fund (Feeder2)-DiversifiedActive
White Oaks Alternative Strategies Fund (Feeder1)-DiversifiedActive
White Oaks Alternative Strategies Fund (Feeder2)-DiversifiedActive

Showing 5 of 17 hedge funds managed by White Oaks Investment Management

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