Form D · Other Investment Fund

White Oaks Freedom Fund SP

Grand Cayman, E9 · CIK 0001672815

Offering snapshot reported Sep 16, 2019 · SEC filing

Reported sold
$69.2K
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$34.6K$69.2KOct 5, 2016: $18,500.00Oct 5, 2016Sep 20, 2017: $69,163.00Sep 20, 2017Sep 17, 2018: $69,163.00Sep 17, 2018Sep 18, 2018: $69,163.00Sep 16, 2019: $69,163.00Sep 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$69,163$0vs Sep 18, 20182SEC filing
Sep 18, 2018Amendment$69,163$0vs Sep 17, 20182SEC filing
Sep 17, 2018Amendment$69,163$0vs Sep 20, 20172SEC filing
Sep 20, 2017Amendment$69,163$50,663vs Oct 5, 20162SEC filing
Oct 5, 2016Initial$18,500No comparison2SEC 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
021-271905

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 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 S Church St
Grand Cayman, E9, KY1-1002