0001299871-25-000002.txt : 20250911 0001299871-25-000002.hdr.sgml : 20250911 20250911133057 ACCESSION NUMBER: 0001299871-25-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20250911 DATE AS OF CHANGE: 20250911 EFFECTIVENESS DATE: 20250911 FILER: COMPANY DATA: COMPANY CONFORMED NAME: White Oaks Moderate Growth Fund, LLC CENTRAL INDEX KEY: 0001299871 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-156619 FILM NUMBER: 251307925 BUSINESS ADDRESS: STREET 1: 595 BAY ISLES ROAD CITY: LONG BOAT KEY STATE: FL ZIP: 34228 BUSINESS PHONE: 941-361-9000 MAIL ADDRESS: STREET 1: 595 BAY ISLES ROAD CITY: LONG BOAT KEY STATE: FL ZIP: 34228 FORMER COMPANY: FORMER CONFORMED NAME: White Oaks Investment Management Moderate Growth Fund LLC DATE OF NAME CHANGE: 20141009 FORMER COMPANY: FORMER CONFORMED NAME: White Oaks Wealth Advisors Moderate Growth Fund LLC DATE OF NAME CHANGE: 20040806 D/A 1 primary_doc.xml X0708 D/A LIVE 0001299871 White Oaks Moderate Growth Fund, LLC 1717 2nd Street Sarasota FL FLORIDA 34236 941-361-9000 DELAWARE White Oaks Wealth Advisors Moderate Growth Fund, LLC White Oaks Investment Management Moderate Growth Fund LLC White Oaks Wealth Advisors Moderate Growth Fund LLC Limited Liability Company true N/A White Oaks Investment Management, Inc. 1717 2nd Street Suite C Sarasota FL FLORIDA 34236 Promoter Mangaging Member of the Issuer Sharon Bloodworth 1717 2nd Street Suite C Sarasota FL FLORIDA 34236 Executive Officer Chief Executive Officer of the Issuer's Managing Member Pooled Investment Fund Other Investment Fund false Decline to Disclose 06b 3C 3C.1 true 0001299871-24-000001 2004-07-07 true true true false 0 N/A None None None N/A N/A XX Unknown 00000 All States false Indefinite 88542311 Indefinite false 203 0 0 0 false White Oaks Moderate Growth Fund, LLC /s/Sharon Bloodworth Sharon Bloodworth President of the Issuer's Managing Member 2025-09-11