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OAK STREET INVESTMENT ADVISORS, LLC

B55
CRD 288019·SEC 801-128057·GREENWOOD VILLAGE, CO
AUM
$125.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$376K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAK STREET INVESTMENT ADVISORS, LLC
CRD
288019
SEC file #
801-128057
EIN
—
DBA names
Oak Street Investments

Economics

AUM
$125.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$112.9M → $125.5M▲ +11%
Client mix
Individuals Other36
Individuals High Net Worth29
Pooled Investment Vehicles7

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
GREENWOOD VILLAGE CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/oakstreetinvestments(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILDER, JACOB, IRA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MILDER, JACOB, IRA
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:oakstreet.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Altruist4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5035033
Trust Company Affiliate
No

People (1)

1
MILDER, JACOB, IRA
IAR · Direct Owner · 87.5%
5035033