Form D · Other Investment Fund
White Oaks Flexible Strategies Fund SP
Grand Cayman, E9 · CIK 0001672814
Offering snapshot reported Sep 15, 2026 · SEC filing
- Reported sold
- $5.03M Indefinite offering
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 1, 2016 As reported in this filing
Fundraising history
Reported soldDates 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$4,952,660 → $5,032,013
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 15, 2026 | Amendment | $5,032,013 | $79,353vs Sep 11, 2025 | 15 | SEC filing |
| Sep 11, 2025 | Amendment | $4,952,660 | No comparison | Not reported | SEC filing |
| Sep 18, 2024 | Amendment | $4,951,798 | $0vs Sep 11, 2023 | 15 | SEC filing |
| Sep 11, 2023 | Amendment | $4,951,798 | $58,566vs Sep 12, 2022 | 15 | SEC filing |
| Sep 12, 2022 | Amendment | $4,893,232 | $1,176vs Sep 15, 2021 | 15 | SEC filing |
| Sep 15, 2021 | Amendment | $4,892,056 | No comparison | Not reported | SEC filing |
| Sep 16, 2020 | Amendment | $4,786,163 | $338,501vs Sep 16, 2019 | 15 | SEC filing |
| Sep 16, 2019 | Amendment | $4,447,662 | $41,171vs Sep 18, 2018 | 15 | SEC filing |
| Sep 18, 2018 | Amendment | $4,406,491 | $0vs Sep 17, 2018 | 15 | SEC filing |
| Sep 17, 2018 | Amendment | $4,406,491 | $263,204vs Sep 20, 2017 | 15 | SEC filing |
| Sep 20, 2017 | Amendment | $4,143,287 | $458,754vs Oct 5, 2016 | 15 | SEC filing |
| Oct 5, 2016 | Initial | $3,684,533 | No comparison | 15 | 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
- 021-271899
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
No confirmed ADV fund connection is available for this issuer.
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.
| 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:Grand Cayman, E9, KY1-1002