The OAK STREET INVESTMENT ADVISORS is a privately held investment adviser that advises $134.35mn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. OAK STREET INVESTMENT ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 272.5% over the last 5-years.
The Group has been registered with the SEC for 3.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5500 GREENWOOD PLAZA BLVD SUITE 130, GREENWOOD VILLAGE, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $134.35mn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $67.96mn or 50.59% of Total Assets and High Net Worth Individuals own $58.89mn or 43.83% of Total Assets.
The Group's top investment strategies include Secondaries, Traditional LBO and Multi Strat, representing 58.86%, 35.26% and 5.89% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $4mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
OAK STREET INVESTMENT ADVISORS names 1 sub-adviser JEREMY ABELSON ADVISORY LLC to 7 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.