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Oelschlager Investments LLC

● SEC registered since 2019CRD 306035SEC# 801-117587Akron, OH
Export (members)
Reg. AUM
$63.1M
Employees
4
Accounts
22
Location
Akron, OH

Oelschlager Investments LLC assets under management

Oelschlager Investments LLC is a registered investment adviser overseen by the SEC based in Akron, OH. The firm has been registered since 2019. It reports $63.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/oelschlager-investmentsView on SEC.gov ↗

Oelschlager Investments LLC owners & executives

2 reported
NameTitleOwnershipSince
Mark Wesley Oelschlager ControlMember, President, Chief Investment OfficerOver 75%2019
Tina Tan Oelschlager ControlMember, Chief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Oelschlager Investments LLC manage?

Oelschlager Investments LLC reports $63.1 million in regulatory assets under management on its Form ADV.

How many employees does Oelschlager Investments LLC have?

Oelschlager Investments LLC reports 4 employees.

Where is Oelschlager Investments LLC located?

Oelschlager Investments LLC is based in Akron, OH and has been SEC-registered since 2019.

Does Oelschlager Investments LLC disclose fund performance?

Oelschlager Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4040 Embassy Pkwy Suite 320, Akron, OH 44333
Phone330-664-9920
Office hours8:30-5:00
SEC regionChicago Regional Office (CHRO)
CIK1847786
Discloses disciplinary historyNo

Assets under management

Discretionary$63.1M
Non-discretionary$0
Total (RAUM)$63.1M