White Oaks Aggressive Growth 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
0001299869
Previous Names
White Oaks Aggressive Growth Fund, LLC, White Oaks Investment Management Aggressive Growth Fund LLC, White Oaks Wealth Advisors Aggressive 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 $1,037,854 $80,019,925 Indefinite Indefinite 7/7/2004 9/11/2023 D/A 000150776023000002
9/12/2022 Equity, Pooled Investment Fund $760,002 $78,982,071 Indefinite Indefinite 7/7/2004 9/12/2022 D/A 000129986922000001
9/15/2021 Equity, Pooled Investment Fund $683,752 $78,222,069 Indefinite Indefinite 7/7/2004 9/15/2021 D/A 000150776021000002
9/16/2020 Equity, Pooled Investment Fund $882,996 $77,538,317 Indefinite Indefinite 7/7/2004 9/16/2020 D/A 000150776020000002
9/16/2019 Equity, Pooled Investment Fund $729,844 $76,655,321 Indefinite Indefinite 7/7/2004 9/16/2019 D/A 000129986919000001
9/17/2018 Equity, Pooled Investment Fund $2,112,500 $75,925,477 Indefinite Indefinite 7/7/2004 9/17/2018 D/A 000129986918000001
9/17/2018 Equity, Pooled Investment Fund $0 $75,925,477 Indefinite Indefinite 7/7/2004 9/17/2018 D/A 000129986918000002
9/20/2017 Equity, Pooled Investment Fund $967,457 $73,812,977 Indefinite Indefinite 7/7/2004 9/20/2017 D/A 000129986917000001
10/5/2016 Equity, Pooled Investment Fund $698,810 $72,845,520 Indefinite Indefinite 7/7/2004 10/5/2016 D/A 000129986916000003
10/8/2015 Equity, Pooled Investment Fund $1,917,184 $72,146,710 Indefinite Indefinite 7/7/2004 10/7/2015 D/A 000129986915000001
10/14/2014 Equity, Pooled Investment Fund $4,122,621 $70,229,526 Indefinite Indefinite 7/7/2004 10/10/2014 D/A 000129986914000004
3/12/2014 Equity, Pooled Investment Fund $0 $66,106,905 Indefinite Indefinite 7/7/2004 3/12/2014 D/A 000129986914000002
3/6/2014 Equity, Pooled Investment Fund $2,159,702 $66,106,905 Indefinite Indefinite 7/7/2004 3/6/2014 D/A 000129986914000001
3/6/2013 Equity, Pooled Investment Fund $518,308 $63,947,203 Indefinite Indefinite 7/7/2004 3/6/2013 D/A 000129986913000001
3/6/2012 Equity, Pooled Investment Fund $7,894,326 $63,428,895 Indefinite Indefinite 7/7/2004 3/6/2012 D/A 000129986912000001
3/14/2011 Equity, Pooled Investment Fund $55,534,569 $55,534,569 Indefinite Indefinite 7/7/2004 3/11/2011 D 000129986911000001
3/12/2010 Equity, Pooled Investment Fund $3,757,327 $55,911,852 Indefinite Indefinite 7/7/2004 3/12/2010 D/A 000129986910000001
3/13/2009 Equity, Pooled Investment Fund $52,154,525 Indefinite Indefinite 7/7/2004 3/13/2009 D/A 000129986909000003