Form D · Other Investment Fund

White Oaks Aggressive Growth Fund, LLC

Sarasot, FL · CIK 0001299869

Offering snapshot reported Sep 14, 2026 · SEC filing

Reported sold
$82.2M
Indefinite offering
Investors reported
171
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 7, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$41.1M$82.2MSep 11, 2025: $81,913,682.00Sep 11, 2025Sep 14, 2026: $82,203,689.00Sep 14, 2026

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$81,913,682 → $82,203,689

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 14, 2026Amendment$82,203,689$290,007vs Sep 11, 2025171SEC filing
Sep 11, 2025Amendment$81,913,682No comparisonNot reportedSEC filing
Sep 18, 2024Amendment$81,681,436$1,661,511vs Sep 11, 2023170SEC filing
Sep 11, 2023Amendment$80,019,925$1,037,854vs Sep 12, 2022170SEC filing
Sep 12, 2022Amendment$78,982,071$760,002vs Sep 15, 2021168SEC filing
Sep 15, 2021Amendment$78,222,069No comparisonNot reportedSEC filing
Sep 16, 2020Amendment$77,538,317$882,996vs Sep 16, 2019168SEC filing
Sep 16, 2019Amendment$76,655,321$729,844vs Sep 17, 2018168SEC filing
Sep 17, 2018Amendment$75,925,477$2,112,500vs Sep 20, 2017166SEC filing
Sep 17, 2018Amendment$75,925,477$0vs Sep 17, 2018166SEC filing
Sep 20, 2017Amendment$73,812,977$967,457vs Oct 5, 2016166SEC filing
Oct 5, 2016Amendment$72,845,520$698,810vs Oct 8, 2015166SEC filing
Oct 8, 2015Amendment$72,146,710$1,917,184vs Oct 14, 2014165SEC filing
Oct 14, 2014Amendment$70,229,526$4,122,621vs Mar 12, 2014164SEC filing
Mar 12, 2014Amendment$66,106,905$0vs Mar 6, 2014157SEC filing
Mar 6, 2014Amendment$66,106,905$2,159,702vs Mar 6, 2013157SEC filing
Mar 6, 2013Amendment$63,947,203$518,308vs Mar 6, 2012151SEC filing
Mar 6, 2012Amendment$63,428,895$7,894,326vs Mar 14, 2011149SEC filing
Mar 14, 2011Initial$55,534,569No comparison149SEC filing
Mar 12, 2010Amendment$55,911,852$3,757,327vs Mar 13, 2009138SEC filing
Mar 13, 2009Amendment$52,154,525No comparisonNot reportedSEC 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
021-156615

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANone

Source: Form D, filed Sep 14, 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 FUND, LLC

Investment adviser: WHITE OAKS INVESTMENT MANAGEMENT, INC

Gross asset value
$35.5M
Beneficial owners
24
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 805-8828925755

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
NameReported role
Sharon Bloodworth Executive
Robert J. Klosterman Director
N/A White Oaks Investment Management, Inc. Promoter
N/A White Oaks Wealth Advisors, Inc. Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1717 2nd Street
Sarasot, FL, 34236