White Oaks Low Volatility Fund SP

CIK: 0001672812·Pooled Investment Fund·GRAND CAYMAN, E9·Other

Reported Sold

$19,344,895

Total Filings

12

Identified Offerings

1

Last Filed

Sep 15, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

Filing History

Amendment insights

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Comparable issuers

Company Info

Entity Type: Other

View on SEC EDGAR

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Filing History

Date	Type	Offering target	Reported sold	Investors
Sep 15, 2026	Amendment	Indefinite	$19,344,895	48
Sep 11, 2025	Amendment	Indefinite	$18,941,853	47
Sep 18, 2024	Amendment	Indefinite	$18,921,191	47
Sep 11, 2023	Amendment	Indefinite	$18,369,438	47
Sep 12, 2022	Amendment	Indefinite	$17,195,990	47
Sep 15, 2021	Amendment	Indefinite	$14,637,519	47
Sep 16, 2020	Amendment	Indefinite	$12,399,095	47
Sep 16, 2019	Amendment	Indefinite	$10,865,753	44
Sep 18, 2018	Amendment	Indefinite	$8,166,699	34
Sep 17, 2018	Amendment	Indefinite	$8,166,699	34
Sep 20, 2017	Amendment	Indefinite	$5,568,230	32
Nov 8, 2016	New	Indefinite	$14,920	25

Offering filing timeline

Sep 15, 2026Form D/A — Amendment

Reported sold: $19,344,895 · Target: Indefinite

Rule 506(b)·48 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Sep 11, 2025Form D/A — Amendment

Reported sold: $18,941,853 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Sep 18, 2024Form D/A — Amendment

Reported sold: $18,921,191 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Sep 11, 2023Form D/A — Amendment

Reported sold: $18,369,438 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Sep 12, 2022Form D/A — Amendment

Reported sold: $17,195,990 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Sep 15, 2021Form D/A — Amendment

Reported sold: $14,637,519 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Sep 16, 2020Form D/A — Amendment

Reported sold: $12,399,095 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Sep 16, 2019Form D/A — Amendment

Reported sold: $10,865,753 · Target: Indefinite

Rule 506(b)·44 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Sep 18, 2018Form D/A — Amendment

Reported sold: $8,166,699 · Target: Indefinite

Rule 506(b)·34 investors·Section 3(c), Section 3(c)(1)

Sep 17, 2018Form D/A — Amendment

Reported sold: $8,166,699 · Target: Indefinite

Rule 506(b)·34 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Sep 20, 2017Form D/A — Amendment

Reported sold: $5,568,230 · Target: Indefinite

Rule 506(b)·32 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Nov 8, 2016Form D — New notice

Reported sold: $14,920 · Target: Indefinite

Rule 506(b)·25 investors·Section 3(c), Section 3(c)(1)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

48

Revenue Range

—

Reported commissions across identified offerings

$0

Amendment Rate

92%

Latest reported sold across 1 identified offering

$19,344,895

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

SB

Sharon Bloodworth

Related Person

Appears on 6 filings

WA

William A. Duty

Related Person

Appears on 6 filings

WO

White Oaks Investment Management, Inc.

Related Person

Appears on 6 filings

WO

White Oaks Investment Management, Inc.

Related Person

Appears on 4 filings

SB

Sharon Bloodworth

Related Person

Appears on 4 filings

WA

William A. Duty

Related Person

Appears on 2 filings

RK

Robert Klosterman

Related Person

Appears on 1 filing

RJ

Robert J. Klosterman

Related Person

Appears on 1 filing