Form D · Other Investment Fund

White Oaks Low Volatility Fund SP

Grand Cayman, E9 · CIK 0001672812

Offering snapshot reported Sep 15, 2026 · SEC filing

Reported sold
$19.3M
Indefinite offering
Investors reported
48
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.67M$19.3MSep 11, 2025: $18,941,853.00Sep 11, 2025Sep 15, 2026: $19,344,895.00Sep 15, 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$18,941,853 → $19,344,895

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 15, 2026Amendment$19,344,895$403,042vs Sep 11, 202548SEC filing
Sep 11, 2025Amendment$18,941,853No comparisonNot reportedSEC filing
Sep 18, 2024Amendment$18,921,191$551,753vs Sep 11, 202347SEC filing
Sep 11, 2023Amendment$18,369,438$1,173,448vs Sep 12, 202247SEC filing
Sep 12, 2022Amendment$17,195,990$2,558,471vs Sep 15, 202147SEC filing
Sep 15, 2021Amendment$14,637,519No comparisonNot reportedSEC filing
Sep 16, 2020Amendment$12,399,095$1,533,342vs Sep 16, 201947SEC filing
Sep 16, 2019Amendment$10,865,753$2,699,054vs Sep 18, 201844SEC filing
Sep 18, 2018Amendment$8,166,699$0vs Sep 17, 201834SEC filing
Sep 17, 2018Amendment$8,166,699$2,598,469vs Sep 20, 201734SEC filing
Sep 20, 2017Amendment$5,568,230$5,553,310vs Nov 8, 201632SEC filing
Nov 8, 2016Initial$14,920No comparison25SEC 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
021-274083

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANone

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.

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