0001299871-15-000001.txt : 20151008 0001299871-15-000001.hdr.sgml : 20151008 20151008124157 ACCESSION NUMBER: 0001299871-15-000001 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: 20151008 DATE AS OF CHANGE: 20151008 EFFECTIVENESS DATE: 20151008 FILER: COMPANY DATA: COMPANY CONFORMED NAME: White Oaks Investment Management 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: 151150437 BUSINESS ADDRESS: STREET 1: 80 SOUTH EIGHTH STREET STREET 2: SUITE 1725 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 612-455-6900 MAIL ADDRESS: STREET 1: 80 SOUTH EIGHTH STREET STREET 2: SUITE 1725 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 FORMER COMPANY: FORMER CONFORMED NAME: White Oaks Wealth Advisors Moderate Growth Fund LLC DATE OF NAME CHANGE: 20040806 D/A 1 primary_doc.xml X0707 D/A LIVE 0001299871 White Oaks Investment Management Moderate Growth Fund LLC 80 SOUTH EIGHTH STREET SUITE 1725 MINNEAPOLIS MN MINNESOTA 55402 612-455-6900 DELAWARE White Oaks Wealth Advisors Moderate Growth Fund, LLC White Oaks Wealth Advisors Moderate Growth Fund LLC Limited Liability Company true N/A White Oaks Investment Management, Inc. 80 South Eighth Street Suite 1725 Minneapolis MN MINNESOTA 55402 Promoter Mangaging Member of the Issuer Robert J. Klosterman 80 South Eighth Street Suite 1725 Minneapolis MN MINNESOTA 55402 Executive Officer Chief Executive Officer of the Issuer's Managing Member Sharon Bloodworth 80 South Eighth Street Suite 1725 Minneapolis MN MINNESOTA 55402 Executive Officer President of the Issuer's Managing Member Pooled Investment Fund Other Investment Fund false Decline to Disclose 06b 3C 3C.1 true 0001299871-14-000004 2004-07-07 true true true false 0 Indefinite 72942310 Indefinite false 191 0 0 0 false White Oaks Investment Management Moderate Growth Fund LLC /s/ Sharon Bloodworth Sharon Bloodworth President of the Issuer's Managing Member 2015-10-07