| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Hensle Control | Elected Manager; Co-Chief Investment Officer | Under 5% | 2015 |
| Hensle 2014 Dynasty Trust Control | Member | 50-75% | 2014 |
| Julie Lynne Wilson Control | Chief Compliance Officer; Chief Operating Officer | Under 5% | 2024 |
Oak Thistle LLC reports $700 million in regulatory assets under management on its Form ADV.
Oak Thistle LLC reports 9 employees.
Oak Thistle LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 617-308-5935 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $700M |
| Non-discretionary | $0 |
| Total (RAUM) | $700M |