Overview
Assets Under Management: $125 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 29
Average Client Assets: $2.0 million
Frequently Asked Questions
OAK STREET INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288019), OAK STREET INVESTMENTS is subject to fiduciary duty under federal law.
OAK STREET INVESTMENTS is headquartered in GREENWOOD VILLAGE, CO.
OAK STREET INVESTMENTS serves 29 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, OAK STREET INVESTMENTS offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
OAK STREET INVESTMENTS manages $125 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, OAK STREET INVESTMENTS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.94%
Average Client Assets: $2.0 million
Total Client Accounts: 180
Discretionary Accounts: 180
Regulatory Filings
CRD Number: 288019
Filing ID: 2056165
Last Filing Date: 2026-03-31 12:36:11