Form D · Other Investment Fund

White Oaks Moderate Growth Fund SP

Grand Cayman, E9 · CIK 0001672813

Offering snapshot reported Sep 15, 2026 · SEC filing

Reported sold
$31.8M
Indefinite offering
Investors reported
59
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$15.9M$31.8MSep 11, 2025: $30,117,144.00Sep 11, 2025Sep 15, 2026: $31,799,294.00Sep 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$30,117,144 → $31,799,294

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 15, 2026Amendment$31,799,294$1,682,150vs Sep 11, 202559SEC filing
Sep 11, 2025Amendment$30,117,144No comparisonNot reportedSEC filing
Sep 18, 2024Amendment$22,903,421$4,460,663vs Sep 11, 202355SEC filing
Sep 11, 2023Amendment$18,442,758$7,265,748vs Sep 12, 202253SEC filing
Sep 12, 2022Amendment$11,177,010$3,211,382vs Sep 15, 202151SEC filing
Sep 15, 2021Amendment$7,965,628No comparisonNot reportedSEC filing
Sep 16, 2020Amendment$6,579,993$2,146,120vs Sep 16, 201947SEC filing
Sep 16, 2019Amendment$4,433,873$313,171vs Sep 18, 201845SEC filing
Sep 18, 2018Amendment$4,120,702$0vs Sep 17, 201842SEC filing
Sep 17, 2018Amendment$4,120,702$1,767,893vs Sep 20, 201742SEC filing
Sep 20, 2017Amendment$2,352,809$1,020,825vs Oct 5, 201641SEC filing
Oct 5, 2016Initial$1,331,984No comparison39SEC 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
021-271894

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