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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILDER, JACOB, IRA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (3)
CO DE TX
Address
5500 GREENWOOD PLAZA BLVDSUITE 130
GREENWOOD VILLAGE, CO 80111
United States
Phone: (720) 515-6822