OAK STREET INVESTMENTS
Greenwood Village, United States · CRD 288019
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$125.5m
- Main clients (by assets)Private funds 47%, High net worth individuals 47%, Individuals 6%
- Private funds6 · $64.0m gross assets
- Form ADV · 2026-09-25SEC adviser record
- Kindprivate equity
- Others nearbyEnglewood, CO
As an employer
- Staff (Form ADV)1 · 1 in investment roles
- Offices in1 country
- Private fundsprivate equity 6