Oak Street Investments
Oak Street Investments is an SEC-registered wealth manager in Greenwood Village, CO with $125.5M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Oak Street Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288019, SEC 801-128057, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $125.5M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Greenwood Village, CO
- Employees
- 1
- Clients
- 72
- CRD
- 288019
- Ownership
- MILDER, JACOB, IRA
How much AUM does Oak Street Investments have?
Oak Street Investments reported $125.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Oak Street Investments?
Disclosed owners and executives of Oak Street Investments include MILDER, JACOB, IRA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.