Private fund adviser · Greenwood Village, CO
Oak Street Investments
Oak Street Investment Advisors, LLC · SEC-registered investment adviser · CRD 288019 · SEC 801-128057
At a glance
Oak Street Investments is an SEC-registered investment adviser based in Greenwood Village, Colorado, with $125 million in regulatory assets under management as of its Form ADV filed September 25, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 65 individual clients. By Form ADV it is a private fund adviser, ranked 4,387th of 4,686 private fund advisers and 14,518th of 17,210 SEC-registered advisers by assets.
Main office 720-515-6822oakstreetinvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $125M
- Rank among private fund advisers
- #4,387 of 4,686
- Rank among all SEC RIAs
- #14,518 of 17,210
- Rank in Colorado
- #302 of 359
- Individual clients
- 65
- High-net-worth clients
- 29
- Accounts
- 180
- Discretionary
- 100% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 2
Owners and executives on its Form ADV
- Jacob I. MilderManaging Member/chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 7 | $59M | 47% |
| High-net-worth individuals | 29 | $59M | 47% |
| Individuals | 36 | $7M | 6% |
Private funds
Oak Street Investments reports 6 private funds with $64M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Oak Street Investments reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗oakstreetinvestments.com ↗
AtlasMembers
The full record on Oak Street Investments
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,248 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Oak Street Investments manage?
Oak Street Investments reports $125 million in regulatory assets under management across 180 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
What kind of firm is Oak Street Investments?
Oak Street Investments is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Oak Street Investments’s clients?
By assets, its largest client types are pooled investment vehicles ($59 million, 7 clients); high-net-worth individuals ($59 million, 29 clients); individuals ($7 million, 36 clients).
Does Oak Street Investments manage private funds?
Yes. It reports 6 private funds with $64 million in gross assets, including private equity funds.
Does Oak Street Investments have any disciplinary history?
Oak Street Investments reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Oak Street Investments’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →