Oak Street Investment Advisors, LLC
● SEC registered since 2023CRD 288019SEC# 801-128057Greenwood Village, CO
Ranks #5,590 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$125.5M
Fund GAV
$68M
Private funds
7
Employees
1
Accounts
180
Location
Greenwood Village, CO
Oak Street Investment Advisors, LLC assets under management
Oak Street Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Greenwood Village, CO. The firm has been registered since 2023. It reports $125.5 million in regulatory assets under management and employs 1 people. Oak Street Investment Advisors, LLC manages 7 private funds with combined gross assets of $68 million, including Irving Investors Osc Secondaries Fund, LLC. By regulatory assets, it ranks 5,590 of 6,004 private fund managers.
Oak Street Investment Advisors, LLC private funds
7 funds · $68M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Irving Investors Osc Secondaries Fund, LLC | Private Equity | $40M | $40K |
| Irving Investors Privates Osc XLII, LLC | Private Equity | $12.2M | $15K |
| Irving Investors Privates Osc XXXVIII | Private Equity | $5.2M | $242K |
See all 7 funds — unlock the full record.
Join to unlock · $37/moOak Street Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob IRA Milder Control | Managing Member/Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Oak Street Investment Advisors, LLC manage?
Oak Street Investment Advisors, LLC reports $125.5 million in regulatory assets under management on its Form ADV.
How many private funds does Oak Street Investment Advisors, LLC manage?
Oak Street Investment Advisors, LLC manages 7 private funds with combined gross assets of $68 million.
How many employees does Oak Street Investment Advisors, LLC have?
Oak Street Investment Advisors, LLC reports 1 employees.
Where is Oak Street Investment Advisors, LLC located?
Oak Street Investment Advisors, LLC is based in Greenwood Village, CO and has been SEC-registered since 2023.
Does Oak Street Investment Advisors, LLC disclose fund performance?
Oak Street Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5500 Greenwood Plaza Blvd, Suite 130, Greenwood Village, CO 80111 |
| Phone | (720) 515-6822 |
| Fax | N/A |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.5M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$125.5Mregulatory AUM
Discretionary $125.5M
Service providers
Auditor
Administrator