WHITE OAKS INVESTMENT MANAGEMENT, INC

Overview

White Oaks Investment Management, Inc. is an SEC-registered investment adviser established in 2014 that operates as a corporation owned by an individual. The firm is classified as a hedge fund manager serving an institutional client base and specializes in portfolio management for pooled investment vehicles. Its compensation arrangements combine a percentage-of-assets fee with performance-based fees, consistent with hedge fund economics. FINTRX flags the firm as not active in ESG investing and not operating as a multi-state adviser; it is also not listed as a capital allocator.

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Public Holdings

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Location & Offices