OAK STREET INVESTMENT ADVISORS, LLC

OAK STREET INVESTMENT ADVISORS, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 288019). Regulatory assets under management: $125.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (2)

NameRoleLocation
Jacob Ira MilderMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
MILDER JACOB IRAMANAGING MEMBER/CHIEF COMPLIANCE OFFICER

Private funds (7)

FundTypeFormedOwnersGross asset valueMin investment
IRVING INVESTORS OSC SECONDARIES FUND, LLCPrivate Equity FundDelaware99$40.0M$40K
IRVING INVESTORS PRIVATES OSC XLII, LLCPrivate Equity FundDelaware95$12.2M$15K
IRVING INVESTORS PRIVATES OSC XXXVIIIPrivate Equity FundDelaware2$5.2M$242K
IIP OSC XXX, A SERIES OF IRVING INVESTORS PRIVATES OSC, LLCPrivate Equity FundDelaware65$4.0M$20K
IRVING INVESTORS PRIVATES OSC XLIV, LLCPrivate Equity FundDelaware3$4.0M$1.5M
IRVING INVESTORS PRIVATES OSC XLIII LLCPrivate Equity FundDelaware23$1.8M$15K
IRVING INVESTORS PRIVATES OSC XL, LLCPrivate Equity FundDelaware38$725K$7K

Branch offices (2)

CityStateEmployeesPhone
1(720) 515-6822
1(720) 515-6822

Fund service providers (2)

More on this firm