OAK STREET INVESTMENT ADVISORS, LLC
Legal name: OAK STREET INVESTMENTS
CRD #288019 SEC #801-128057 GREENWOOD VILLAGE, CO (720) 515-6822
SEC Registered Private Funds
Total AUM
$112.9M
Discretionary
$112.9M
Employees
1
Clients
26
Accounts
152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $112.9M | $112.9M | $0 | 1 | 6 |
| Oct 2024 | $111.6M | $111.6M | $0 | 1 | 4 |
| Aug 2024 | $111.6M | $111.6M | $0 | 1 | 4 |
| Jun 2024 | $111.6M | $111.6M | $0 | 1 | 4 |
| Jun 2024 | $111.6M | $111.6M | $0 | 1 | 4 |
| Mar 2024 | $111.6M | $111.6M | $0 | 1 | 4 |
| Dec 2023 | $102.4M | $102.4M | $0 | 1 | 8 |
| Jun 2023 | $102.4M | $102.4M | $0 | 1 | 8 |
| Apr 2023 | $102.4M | $102.4M | $0 | 1 | 8 |
DateFeb 2025
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees1
Clients6
DateOct 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees1
Clients4
DateAug 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees1
Clients4
DateJun 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees1
Clients4
DateJun 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees1
Clients4
DateMar 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees1
Clients4
DateDec 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees1
Clients8
DateJun 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees1
Clients8
DateApr 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees1
Clients8