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OAK STREET INVESTMENTS
OAK STREET INVESTMENT ADVISORS, LLC
CRD 288019 · SEC 801-128057
5500 GREENWOOD PLAZA BLVD, SUITE 130, GREENWOOD VILLAGE, CO, 80111, United States
Phone
(720) 515-6822
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.5M
Discretionary AUM
$125.5M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $7.5M |
| High net worth individuals | 29 | $58.9M |
| Pooled investment vehicles | 7 | $59.1M |
States served
CO, DE
All web addresses on file
Official SEC filing: View on IAPD