# PLUM STREET ADVISORS, LLC

PLUM STREET ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 283917
- Type: SEC-registered investment adviser
- SEC file number: 801-121901
- Phone: 504-517-5107
- Latest filing: 2026-06-10
- Regulatory AUM: $462.8M
- Discretionary AUM: $462.8M
- Clients: 8
- Accounts: 616

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| James Stuart Annett Osborn | MEMBER, PARTNER | — |
| David Dirks | MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER | Newton, MA |
| DIRKS DAVID | MEMBER, PARTNER; MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER | — |
| OSBORN JAMES STUART ANNETT | MEMBER, PARTNER; MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER | — |
| OSBORN JAMES L'ESPERANCE | MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283917/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283917/similar
- Related entities: https://search.stillhousedata.com/firm/283917/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283917

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.