0001507760-21-000003.txt : 20210915 0001507760-21-000003.hdr.sgml : 20210915 20210915081405 ACCESSION NUMBER: 0001507760-21-000003 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20210915 DATE AS OF CHANGE: 20210915 EFFECTIVENESS DATE: 20210915 FILER: COMPANY DATA: COMPANY CONFORMED NAME: White Oaks Moderate Growth Fund, LLC CENTRAL INDEX KEY: 0001299871 IRS NUMBER: 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: 211254310 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 Suite C 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 0001507760-20-000003 2004-07-07 true true true false 0 N/A None None None N/A N/A XX Unknown 00000 All States false Indefinite 82737883 Indefinite false 199 0 0 0 false White Oaks Moderate Growth Fund, LLC /s/ Sharon Bloodworth Sharon Bloodworth President of the Issuer's Managing Member 2021-09-15