Oak Thistle LLC
● SEC registered since 2020CRD 299086SEC# 801-119515
Ranks #2,471 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.55B
Fund GAV
$262M
Private funds
1
Employees
11
Accounts
8
Location
—
Oak Thistle LLC assets under management
Oak Thistle LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $1.6 billion in regulatory assets under management and employs 11 people. Oak Thistle LLC manages 1 private fund with combined gross assets of $262 million, including Ot Research Master Fund LP. By regulatory assets, it ranks 2,471 of 6,004 private fund managers.
Oak Thistle LLC private funds
1 funds · $262M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ot Research Master Fund LP | Hedge | $262M | $5M |
Oak Thistle LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Hensle Control | Elected Manager; Co-Chief Investment Officer | Under 5% | 2015 |
| Julie Lynne Wilson Control | Chief Compliance Officer; Chief Operating Officer | Under 5% | 2024 |
| Ot Research Holdings LP Control | Member | Over 75% | 2025 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Oak Thistle LLC manage?
Oak Thistle LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Oak Thistle LLC manage?
Oak Thistle LLC manages 1 private funds with combined gross assets of $262 million.
How many employees does Oak Thistle LLC have?
Oak Thistle LLC reports 11 employees.
Does Oak Thistle LLC disclose fund performance?
Oak Thistle LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-308-5935 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.55B▲ 122%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 41%
Larger than 59% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.55Bregulatory AUM
Discretionary $1.55B
Service providers
Auditor
Prime broker
Custodian
Administrator