Oak Street Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$125,451,478
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
65
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$1,930,023
About
Oak Street Investments provides financial planning, ongoing investment management, and basic tax‑preparation services to individuals, small businesses, foundations, donor‑advised funds and retirement plans. Through an affiliated entity (Oak Street Capital), the firm also sponsors and advises privately offered pooled investment vehicles available to accredited investors and manages roughly $125 million in discretionary assets.
The firm’s investment approach is evidence‑based and centered on low‑cost passive core exposures (chiefly ETFs and mutual funds) with strategic tilts toward smaller‑cap, value, higher‑profitability and international equities and periodic rebalancing. Oak Street also uses select derivative strategies in separately managed accounts—such as covered calls, cash‑secured puts and protective puts—and acts as the discretionary manager for pooled vehicles whose offering documents may include performance‑based compensation.
Oak Street is notable among comparable independent advisers for combining retail advisory services with private fund sponsorship and pooled‑vehicle management through an affiliate, a structure that creates potential conflicts disclosed in its offering materials. The firm also integrates basic tax preparation into its core service offering and documents policies addressing custody, personal trading and proxy voting to manage the additional compliance considerations that arise from serving both individual clients and private funds.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Concentrated stock management
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Fee options
Core Services quarterly flat fee of $10,000 annually (paid quarterly in advance) for up to $2 million in assets; financial planning fixed fees $3,600 to $8,200; tax preparation base fee $500
$0 - $500,000: 1.6% annually $500,000 - $2,000,000: Tiered rates as follows: $0-$500,000: 1.6%; $500,000-$2,000,000: see next tier $0 - $2,000,000: Flat fee of $10,000 annually for up to $2,000,000 assets managed $2,000,000+: 0.40% annually on assets over $2,000,000
Up to $300 per hour for financial planning services beyond initial plan; billed in 10-minute increments
Performance-based fees charged by Oak Street Capital for pooled investment vehicles (Funds), described in Offering Documents; not charged by Oak Street Investments for individual clients
Account minimum: $500,000 Minimum fee: $10,000 annually (flat fee for up to $2,000,000 assets managed) Fee-only: Financial planning fixed fees ranging from $3,600 to $8,200; hourly rate up to $300/hour for additional planning work; tax preparation base fee $500 plus additional fees for complex returns
Main office location
Oak Street Investments
5500 Greenwood Plaza Blvd, Suite 130
Greenwood Village CO 80111, United States
Number of offices
2
Most active in
Oak Street Investments has reported serving >5 clients in these states in the last 12 months.
Colorado · Delaware
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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