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
9/18/2024	Equity, Pooled Investment Fund	$11,872	$93,235,654	Indefinite	Indefinite	7/7/2004	9/18/2024	D/A	000129987224000001
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

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