GREENWOOD VILLAGE, COCRD 288019Latest ADV March 31, 2026
Oak Street Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 31, 2026, reports $125M in regulatory assets under management, 1 employee, 1 office, and 180 accounts.
Assets Under Management
$125M
Employees
1
Offices
1 office
Total Clients
72
Primary office
GREENWOOD VILLAGE, CO
5500 GREENWOOD PLAZA BLVD, SUITE 130, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
36
2
HNWI
40.3%
29
3
Pooled Investment Vehicles
9.7%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of March 31, 2026
Discretionary100.0%
$125M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts180
10Y AUM Change+$23M (+22.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee72:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.