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Oak Street Investment Advisors, LLC

● SEC registered since 2023CRD 288019SEC# 801-128057Greenwood Village, CO
Export (members)
Ranks #5,424 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$112.9M
Fund GAV
$70.5M
Private funds
7
Employees
1
Accounts
152
Location
Greenwood Village, CO

Oak Street Investment Advisors, LLC assets under management

Oak Street Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Greenwood Village, CO. The firm has been registered since 2023. It reports $112.9 million in regulatory assets under management and employs 1 people. Oak Street Investment Advisors, LLC manages 7 private funds with combined gross assets of $70.5 million, including Irving Investors Osc Secondaries Fund, LLC. By regulatory assets, it ranks 5,424 of 5,911 private fund managers.

Oak Street Investment Advisors, LLC private funds

7 funds · $70.5M GAV
FundTypeGross assetsMin.
Irving Investors Osc Secondaries Fund, LLCPrivate Equity$40M$40K
Irving Investors Privates Osc XLII, LLCPrivate Equity$12.2M$15K
Irving Investors Privates Osc XXXIVPrivate Equity$6.5M$20K
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Oak Street Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jacob IRA Milder ControlManaging Member/Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Oak Street Investment Advisors, LLC manage?

Oak Street Investment Advisors, LLC reports $112.9 million in regulatory assets under management on its Form ADV.

How many private funds does Oak Street Investment Advisors, LLC manage?

Oak Street Investment Advisors, LLC manages 7 private funds with combined gross assets of $70.5 million.

How many employees does Oak Street Investment Advisors, LLC have?

Oak Street Investment Advisors, LLC reports 1 employees.

Where is Oak Street Investment Advisors, LLC located?

Oak Street Investment Advisors, LLC is based in Greenwood Village, CO and has been SEC-registered since 2023.

Does Oak Street Investment Advisors, LLC disclose fund performance?

Oak Street Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5500 Greenwood Plaza Blvd, Suite 130, Greenwood Village, CO 80111
Phone(720) 515-6822
FaxN/A
Office hours9 a.m. - 4 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.9M
Non-discretionary$0
Total (RAUM)$112.9M

Service providers

Auditor
Administrator