Data / Investment advisers / Colorado / Oak Street Investments
Oak Street Investments, Greenwood Village, CO: $125 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Oak Street Investments is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $125 million in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include pooled investment vehicles, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 6 private funds.
The request: Watch Oak Street Investments (CRD number 288019): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 288019
- SEC file number
- 801-128057
- SEC status
- Approved, effective May 26, 2023
- Legal name
- Oak Street Investment Advisors, LLC
- Main office
- 5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111
- Phone
- (720) 515-6822
- Regulatory AUM
- $125,451,478 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $125,451,478
- Accounts
- 180
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 6: 6 private equity funds
- Gross assets of private funds
- $63,962,897
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $59.1 million |
| High net worth individuals | 29 | $58.9 million |
| Individuals (other than high net worth individuals) | 36 | $7.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $125.5 million | March 31, 2026 |
| December 1, 2025 | $112.9 million | February 27, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Summit Hill Wealth Management, LLC | Greenwood Village | $145.7 million | Not listed | adviserinfo.sec.gov |
| Integra Financial, Inc. | Greenwood Village | $139 million | Not listed | adviserinfo.sec.gov |
| Centerpiece Wealth Advisor | Greenwood Village | $138.6 million | Not listed | adviserinfo.sec.gov |
| Panorama Wealth Advisors | Greenwood Village | $133.7 million | Not listed | adviserinfo.sec.gov |
| Bright Advisors | Greenwood Village | $128.2 million | Not listed | adviserinfo.sec.gov |
| Avodah Capital Group, LLC | Greenwood Village | Not listed | 19 | adviserinfo.sec.gov |
| 3lines, LLC | Greenwood Village | Not listed | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Oak Street Investments on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.