| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Melcher Sloan Control | President | Under 5% | 2016 |
| John Henry Fitzpatrick Control | Non-Executive Chairman | Under 5% | 2011 |
| Kathleen Ann Helminski Control | Chief Compliance Officer | Under 5% | 2014 |
Oak Family Advisors, LLC reports $534 million in regulatory assets under management on its Form ADV.
Oak Family Advisors, LLC reports 6 employees.
Oak Family Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2016.
Oak Family Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 150 North Wacker Drive, Suite 1760, Chicago, IL 60606-1607 |
| Phone | 312-373-7221 |
| Fax | 312-212-5449 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1846161 |
| Discloses disciplinary history | No |
| Discretionary | $451M |
| Non-discretionary | $83M |
| Total (RAUM) | $534M |