The WHITE OAKS WEALTH GROUP is a privately held investment adviser that advises $1.61Bn in regulatory assets under management held in 1 SEC fund types across 5 investment strategies. WHITE OAKS WEALTH GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 36.69% over the last 5-years.
The Group has been registered with the SEC for 30.36 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1717 2ND STREET SUITE C, SARASOTA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 3 investment and 4 non-investment staff. The total number of Employees decreased by 12.5% over the last 5-years.
Their $1.61Bn in assets advised are owned by 17 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $992.27mn or 61.61% of Total Assets and High Net Worth Individuals own $575.11mn or 35.71% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 48.91%, 47.68% and 1.53% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
WHITE OAKS WEALTH GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.