CRD: 288019
OAK Street Investments
$125.5M Total AUM
$125.5M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Optima matrixCapital +more
- Established Date
- 04-21-2017
- Office Locations
- 1
Office Locations
5500 Greenwood Plaza Blvd Suite 130 Greenwood Village CO
About OAK Street Investments
OAK Street Investments is a Greenwood Village-based RIA. The firm has been operating for 9 years. Managing $125.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Charitable Giving, Equity Compensation, Estate Planning.
Team overview
-- AVG AGE
$125.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Accredited Investors
Crest vector
Asset Classes
Crest Focus Legacy Ember insight
Custodian
Oak Ember ember Pioneer Summit crest Momentum Element zenith Peak Unison beacon
Investment Themes
Ember Vertex peak Value meridian
Investment Vehicles
Summit crest Ridge
Services
Timber insight Meridian focus Summit ridge Crest pioneer Frontier Ember foundation Capital legacy Ember
Technology
Value vertex Ridge peak Insight radial Foundation pioneer
Owner & Executives
JACOB Ira MILDER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5035033
- Ownership
- 75% or more
(672) 745-2551
summit.vital@foundationcapital.com
in linkedin.com/in/radial-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,451,478 | $696,953 |
| Non-Discretionary | $0 | -- |
| Total | $125,451,478 | $696,953 |
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Separately Managed Accounts
Total SMA Asset: $66,384,811
Private Funds:
25.3% Public Funds:
8.6% Equity - Exchange:
25.7% Cash:
7.5% U.S. Government/Agency:
32.9% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,624,589,995 | 25.3% |
| Public Funds | $552,232,172 | 8.6% |
| Equity - Exchange | $1,650,275,212 | 25.7% |
| Cash | $481,597,825 | 7.5% |
| U.S. Government/Agency | $2,112,609,123 | 32.9% |
| Total | $6,421,304,327 | 100.0% |