Form D · Other Investment Fund

WHITE OAKS AGGRESSIVE GROWTH FUND SP

Grand Cayman, E9 · CIK 0001672804

Offering snapshot reported Sep 15, 2026 · SEC filing

Reported sold: $12.7M
Investors reported: 44
Minimum accepted: $0
First sale: May 1, 2016

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$11,511,572 → $12,698,371

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 15, 2026	Amendment	$12,698,371	$1,186,799vs Sep 11, 2025	44	SEC filing
Sep 11, 2025	Amendment	$11,511,572	No comparison	Not reported	SEC filing
Sep 18, 2024	Amendment	$11,116,740	$529,665vs Sep 11, 2023	41	SEC filing
Sep 11, 2023	Amendment	$10,587,075	$1,980,561vs Sep 12, 2022	41	SEC filing
Sep 12, 2022	Amendment	$8,606,514	$1,388,313vs Sep 15, 2021	39	SEC filing
Sep 15, 2021	Amendment	$7,218,201	No comparison	Not reported	SEC filing
Sep 16, 2020	Amendment	$5,902,320	$580,767vs Sep 16, 2019	36	SEC filing
Sep 16, 2019	Amendment	$5,321,553	$1,668,683vs Sep 18, 2018	35	SEC filing
Sep 18, 2018	Amendment	$3,652,870	$0vs Sep 17, 2018	32	SEC filing
Sep 17, 2018	Amendment	$3,652,870	$2,628,017vs Sep 20, 2017	32	SEC filing
Sep 20, 2017	Amendment	$1,024,853	$258,362vs Oct 5, 2016	32	SEC filing
Oct 5, 2016	Initial	$766,491	No comparison	32	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-271898

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
N/A	None

Source: Form D, filed Sep 15, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WHITE OAKS INVESTMENT MANAGEMENT AGGRESSIVE GROWTH FUND SP

Investment adviser: WHITE OAKS INVESTMENT MANAGEMENT, INC

Gross asset value: $30.5M
Beneficial owners: 22
ADV minimum commitment: $1M

Reported in Form ADV on May 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS P.C. KANSAS CITY, Missouri, United States

Custodian FOLIO INVESTMENTS, INC. MCLEAN, Virginia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS P.C.
PCAOB 199

FOLIO INVESTMENTS, INC.
SEC 8-52009

Filing source

Form ADV 2108485 · May 27, 2026 · Schedule D 7.B.(1), fund 805-1267689470

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Sharon Bloodworth	Director, Executive
William A. Duty	Director
Robert J. Klosterman	Director
N/A White Oaks Investment Management, Inc.	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Harneys Services (Cayman) Limited 4 Th Fl, Harbour Place, 103 Church St
Grand Cayman, E9, KY1-1002