White Oaks Moderate 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 Oak Wealth Advisors, Inc.
Entity Type
Limited Liability Company
CIK
0001299871
Previous Names
White Oaks Moderate Growth Fund, LLC, White Oaks Investment Management Moderate Growth Fund LLC, White Oaks Wealth Advisors Moderate 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 $1,884,201 $85,619,586 Indefinite Indefinite 7/7/2004 9/11/2023 D/A 000150776023000003
9/12/2022 Equity, Pooled Investment Fund $997,502 $83,735,385 Indefinite Indefinite 7/7/2004 9/12/2022 D/A 000129987122000001
9/15/2021 Equity, Pooled Investment Fund $4,909,177 $82,737,883 Indefinite Indefinite 7/7/2004 9/15/2021 D/A 000150776021000003
9/16/2020 Equity, Pooled Investment Fund $497,653 $77,828,706 Indefinite Indefinite 7/7/2004 9/16/2020 D/A 000150776020000003
9/16/2019 Equity, Pooled Investment Fund $316,840 $77,331,053 Indefinite Indefinite 7/7/2004 9/16/2019 D/A 000129987119000001
9/17/2018 Equity, Pooled Investment Fund $0 $77,014,213 Indefinite Indefinite 7/7/2004 9/17/2018 D/A 000129987118000002
9/17/2018 Equity, Pooled Investment Fund $201,314 $77,014,213 Indefinite Indefinite 7/7/2004 9/17/2018 D/A 000129987118000001
9/20/2017 Equity, Pooled Investment Fund $506,847 $76,812,899 Indefinite Indefinite 7/7/2004 9/20/2017 D/A 000129987217000002
10/5/2016 Equity, Pooled Investment Fund $3,363,742 $76,306,052 Indefinite Indefinite 7/7/2004 10/5/2016 D/A 000129987116000003
10/8/2015 Equity, Pooled Investment Fund $1,778,268 $72,942,310 Indefinite Indefinite 7/7/2004 10/7/2015 D/A 000129987115000001
10/14/2014 Equity, Pooled Investment Fund $2,453,162 $71,164,042 Indefinite Indefinite 7/7/2004 10/10/2014 D/A 000129987114000004
3/12/2014 Equity, Pooled Investment Fund $0 $68,710,880 Indefinite Indefinite 7/7/2004 3/12/2014 D/A 000129987114000002
3/6/2014 Equity, Pooled Investment Fund $3,066,259 $68,710,880 Indefinite Indefinite 7/7/2004 3/6/2014 D/A 000129987114000001
3/6/2013 Equity, Pooled Investment Fund $874,493 $65,644,621 Indefinite Indefinite 7/7/2004 3/6/2013 D/A 000129987113000001
3/6/2012 Equity, Pooled Investment Fund $10,989,900 $64,770,128 Indefinite Indefinite 7/7/2004 3/6/2012 D/A 000129987112000001
3/14/2011 Equity, Pooled Investment Fund $53,780,228 $53,780,228 Indefinite Indefinite 7/7/2004 3/11/2011 D 000129987111000001
3/12/2010 Equity, Pooled Investment Fund $621,805 $47,528,808 Indefinite Indefinite 7/7/2004 3/12/2010 D/A 000129987110000001
3/13/2009 Equity, Pooled Investment Fund $46,907,003 Indefinite Indefinite 7/7/2004 3/13/2009 D/A 000129987109000003