Form D · Other Investment Fund

White Oaks Freedom Fund, LLC

Long Boat Key, FL · CIK 0001672274

Offering snapshot reported Sep 16, 2019 · SEC filing

Reported sold
$6.61M
Indefinite offering
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.31M$6.61MApr 19, 2016: $6,174,871.00Apr 19, 2016Oct 5, 2016: $6,174,871.00Sep 20, 2017: $6,574,871.00Sep 20, 2017Sep 17, 2018: $6,612,698.00Sep 17, 2018Sep 17, 2018: $6,612,698.00Sep 16, 2019: $6,612,698.00Sep 16, 2019

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 16, 2019Amendment$6,612,698$0vs Sep 17, 20183SEC filing
Sep 17, 2018Amendment$6,612,698$37,827vs Sep 20, 20173SEC filing
Sep 17, 2018Amendment$6,612,698$0vs Sep 17, 20183SEC filing
Sep 20, 2017Amendment$6,574,871$400,000vs Oct 5, 20163SEC filing
Oct 5, 2016Amendment$6,174,871$0vs Apr 19, 20163SEC filing
Apr 19, 2016Initial$6,174,871No comparison3SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-261597

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANone

Source: Form D, filed Sep 16, 2019. 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.

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

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
595 Bay Isles Road Suite 250
Long Boat Key, FL, 34228