OAK STREET INVESTMENT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
337258

Firm profile

FINTRX

Overview

Oak Street Investment Management LLC is organized as a limited liability company with an individual owner. Publicly available snapshot details classify the firm as unclassified and do not include an SEC registration year. The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Its recorded industry role includes acting as sponsor, general partner and managing member of pooled investment vehicles, indicating direct involvement in establishing and running private pooled funds.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MATTHEW HENNESSY

    CRD 7985643

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
1550 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth