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advised by WHITE OAKS INVESTMENT MANAGEMENT, INC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| May 8, 2020 | $0 | 0 | $1.0M | 0.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Mar 31, 2020 | $0 | 0 | $1.0M | 0.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Mar 10, 2020 | $0 | 0 | $1.0M | 0.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Jan 31, 2020 | $5.7M | 2 | $1.0M | 5400.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Jul 1, 2019 | $5.7M | 2 | $1.0M | 5400.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Mar 20, 2019 | $5.7M | 2 | $1.0M | 5400.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Mar 27, 2018 | $6.0M | 2 | $1.0M | 500.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Oct 31, 2017 | $6.3M | 3 | $1.0M | 4300.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Oct 27, 2017 | $6.3M | 3 | $1.0M | 4300.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Jul 24, 2017 | $6.3M | 3 | $1.0M | 4300.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Mar 20, 2017 | $6.3M | 3 | $1.0M | 4300.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Jul 25, 2016 | $6.3M | 3 | $1.0M | 4200.0% | yes | WHITE OAKS INVESTMENT MANAGEMENT FREEDOM FUND |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NATIONAL ADVISORS TRUST COMPANY | NATIONAL ADVISORS TRUST COMPANY, FSB | OVERLAND PARK | Kansas | United States | no | n/a |