Oak Street Investments

Overview

Oak Street Investments, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm is organized as an LLC with individual ownership and serves both high-net-worth individuals and institutional clients. Core services include comprehensive financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles; the firm also lists accounting among its business activities. Oak Street uses a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and performance-based fees for certain engagements — and it routinely sponsors or acts as general partner/managing member for pooled investment vehicles. The adviser does not position itself as an ESG-focused investor and is not organized as a multi-state adviser or capital allocator.

Assets & Accounts

Investments & Alternatives