OT RESEARCH

OAK THISTLE LLC

CRD 299086 · SEC 801-119515

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.55B

Discretionary AUM

$1.55B

Team

11 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

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Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)SUB-ADVISORY SERVICES FOR OTHER ADVISERS

Client types

Type	Clients	AUM
Investment companies	1	$559.0M
Pooled investment vehicles	6	$864.0M
Other investment advisers	1	$131.0M

States served

Official SEC filing: View on IAPD