Anirudh Vedere is a registered investment advisor at White Oaks Investment Management, INC, based in Sarasota, FL. Anirudh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
White Oaks Investment Management manages investments for private funds. The fees are determined in the offering memorandum for each fund. Clients may pay a management fee and a performance-based fee based on realized and unrealized profits, using a "High Water Mark" calculation. Sub-advisors may also charge performance-based fees.
Location
1717 2nd Street, Suite C, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
White Oaks Investment Management, INC
State Registrations1 state
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