OAK FAMILY ADVISORS, LLC
CRD #141332 SEC #801-108109 CHICAGO, IL 312-373-7221
SEC Registered
Total AUM
$534M
Discretionary
$451M
Employees
6
Clients
101
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $534M | $451M | $83M | 6 | 193 |
| Mar 2025 | $534M | $451M | $83M | 6 | 193 |
| Mar 2024 | $495.8M | $419.2M | $76.6M | 7 | 204 |
| Mar 2023 | $427.2M | $359.3M | $67.9M | 7 | 188 |
| Mar 2023 | $427.2M | $359.3M | $67.9M | 7 | 188 |
| Mar 2022 | $419.8M | $345.2M | $74.6M | 7 | 170 |
| Jul 2021 | $310.4M | $243.2M | $67.2M | 6 | 124 |
| Mar 2021 | $310.4M | $243.2M | $67.2M | 5 | 124 |
| Jun 2020 | $263.8M | $205.2M | $58.6M | 5 | 121 |
| Jun 2020 | $263.8M | $205.2M | $58.6M | 5 | 121 |
| Mar 2020 | $263.8M | $205.2M | $58.6M | 5 | 121 |
| Oct 2019 | $175.8M | $131.4M | $44.4M | 5 | 80 |
| Mar 2019 | $175.8M | $131.4M | $44.4M | 4 | 80 |
| Mar 2018 | $136.1M | $127.4M | $8.7M | 4 | 69 |
| Sep 2017 | $120M | $115M | $5M | 4 | 26 |
| Mar 2017 | $120M | $115M | $5M | 4 | 26 |
| Jul 2016 | $117M | $107M | $10M | 4 | 26 |
| Aug 2013 | $62.5M | $60M | $2.5M | 4 | 26 |
| Aug 2013 | $62.5M | $60M | $2.5M | 4 | 26 |
| Jul 2013 | $62.5M | $60M | $2.5M | 4 | 26 |
| Jun 2013 | $59.2M | $57.7M | $1.5M | 5 | 26 |
| Mar 2013 | $59.2M | $57.7M | $1.5M | 5 | 26 |
| Mar 2012 | $116.9M | $116.9M | $0 | 1 | 120 |
| Dec 2011 | $283.1M | $283.1M | $0 | 1 | 101 |
| Mar 2011 | $283.1M | $283.1M | $0 | 5 | -- |
| Mar 2011 | $283.1M | $283.1M | $0 | 5 | -- |
| Oct 2010 | $215M | $215M | $0 | 5 | -- |
| Mar 2010 | $235M | $235M | $0 | 5 | -- |
| Mar 2007 | $62.7M | $62.7M | $0 | 5 | -- |
| Nov 2006 | $32M | $20M | $12M | 5 | -- |
DateMar 2025
Total AUM$534M
Discretionary$451M
Non-Disc.$83M
Employees6
Clients193
DateMar 2025
Total AUM$534M
Discretionary$451M
Non-Disc.$83M
Employees6
Clients193
DateMar 2024
Total AUM$495.8M
Discretionary$419.2M
Non-Disc.$76.6M
Employees7
Clients204
DateMar 2023
Total AUM$427.2M
Discretionary$359.3M
Non-Disc.$67.9M
Employees7
Clients188
DateMar 2023
Total AUM$427.2M
Discretionary$359.3M
Non-Disc.$67.9M
Employees7
Clients188
DateMar 2022
Total AUM$419.8M
Discretionary$345.2M
Non-Disc.$74.6M
Employees7
Clients170
DateJul 2021
Total AUM$310.4M
Discretionary$243.2M
Non-Disc.$67.2M
Employees6
Clients124
DateMar 2021
Total AUM$310.4M
Discretionary$243.2M
Non-Disc.$67.2M
Employees5
Clients124
DateJun 2020
Total AUM$263.8M
Discretionary$205.2M
Non-Disc.$58.6M
Employees5
Clients121
DateJun 2020
Total AUM$263.8M
Discretionary$205.2M
Non-Disc.$58.6M
Employees5
Clients121
DateMar 2020
Total AUM$263.8M
Discretionary$205.2M
Non-Disc.$58.6M
Employees5
Clients121
DateOct 2019
Total AUM$175.8M
Discretionary$131.4M
Non-Disc.$44.4M
Employees5
Clients80
DateMar 2019
Total AUM$175.8M
Discretionary$131.4M
Non-Disc.$44.4M
Employees4
Clients80
DateMar 2018
Total AUM$136.1M
Discretionary$127.4M
Non-Disc.$8.7M
Employees4
Clients69
DateSep 2017
Total AUM$120M
Discretionary$115M
Non-Disc.$5M
Employees4
Clients26
DateMar 2017
Total AUM$120M
Discretionary$115M
Non-Disc.$5M
Employees4
Clients26
DateJul 2016
Total AUM$117M
Discretionary$107M
Non-Disc.$10M
Employees4
Clients26
DateAug 2013
Total AUM$62.5M
Discretionary$60M
Non-Disc.$2.5M
Employees4
Clients26
DateAug 2013
Total AUM$62.5M
Discretionary$60M
Non-Disc.$2.5M
Employees4
Clients26
DateJul 2013
Total AUM$62.5M
Discretionary$60M
Non-Disc.$2.5M
Employees4
Clients26
DateJun 2013
Total AUM$59.2M
Discretionary$57.7M
Non-Disc.$1.5M
Employees5
Clients26
DateMar 2013
Total AUM$59.2M
Discretionary$57.7M
Non-Disc.$1.5M
Employees5
Clients26
DateMar 2012
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees1
Clients120
DateDec 2011
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$32M
Discretionary$20M
Non-Disc.$12M
Employees5
Clients--