OAK FAMILY ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 141332). Regulatory assets under management: $621.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Charles Melcher Sloan | PRESIDENT | — |
| John Henry Fitzpatrick | FITZPATRICK IS THE SOLE MEMBER OF OAK FAMILY HOLDINGS LLC WHICH MANAGES OAK FAMILY ADVISORS, LLC; MANAGING MEMBER; NON-EXECUTIVE CHAIRMAN | — |
| Terrence Scott Wilson | CHIEF EXECUTIVE OFFICER | — |
| Kathleen Ann Helminski | CHIEF COMPLIANCE OFFICER | — |
| William Elliot Driscoll | DIRECTOR OF RESEARCH | — |
| WILSON DONALD SCOTT | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CO-CIO; CHIEF INVESTMENT OFFICER | — |
| SLOAN CHARLES MELCHER | PRESIDENT; PRESIDENT, CO-CIO | — |
| BETTERMAN JOHN JOSEPH | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| TUITE FRANCES ELIZABETH | CHIEF INVESTMENT OFFICER | — |
| FITZPATRICK JOHN HENRY | CHIEF COMPLIANCE OFFICER; FITZPATRICK IS THE SOLE MEMBER OF NORTH WATER INSURANCE ADVISORY SERVICES LLC WHICH OWNS 100% OF OAK FAMILY ADVISORS, LLC; FITZPATRICK IS THE SOLE MEMBER OF OAK FAMILY HOLDINGS LLC WHICH MANAGES OAK FAMILY ADVISORS, LLC (+2 more) | — |
| SEAVER CHRISTINE LYNN | CHIEF COMPLIANCE OFFICER | — |
| DRISCOLL WILLIAM ELLIOT | DIRECTOR OF RESEARCH | — |
| HELMINSKI KATHLEEN ANN | CHIEF COMPLIANCE OFFICER | — |