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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BETTERMAN, JOHN, JOSEPH | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BETTERMAN, JOHN, JOSEPH | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BETTERMAN, JOHN, JOSEPH | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| DRISCOLL, WILLIAM, ELLIOT | I | DIRECTOR OF RESEARCH | NA | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELMINSKI, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT, CO-CIO | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT | NA | Control |
| SLOAN, CHARLES, MELCHER | I | PRESIDENT | NA | Control |
| TUITE, FRANCES, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TUITE, FRANCES, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TUITE, FRANCES, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TUITE, FRANCES, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TUITE, FRANCES, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| WILSON, TERRENCE, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| WILSON, TERRENCE, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| WILSON, TERRENCE, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| WILSON, TERRENCE, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| WILSON, TERRENCE, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| WILSON, TERRENCE, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER, CO-CIO | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, TERRENCE, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BETTERMAN, JOHN, JOSEPH | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BETTERMAN, JOHN, JOSEPH | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BETTERMAN, JOHN, JOSEPH | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NON-EXECUTIVE CHAIRMAN | E | Control |
| NORTH WATER INSURANCE ADVISORY SERVICES LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
| OAK FAMILY HOLDINGS, LLC | DE | MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | NORTH WATER INSURANCE ADVISORY SERVICES LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
| FITZPATRICK, JOHN, HENRY | I | OAK FAMILY HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (8)
CA FL IL MI NC NE NY TX
Address
150 NORTH WACKER DRIVESUITE 1760
CHICAGO, IL 60606-1607
United States
Phone: 312-373-7221