OAK STREET INVESTMENTS

Overview

Oak Street Investments is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves a mix of individual and family clients alongside institutional investors, offering financial planning and portfolio management for both individual accounts and pooled investment vehicles. Its fee schedule is flexible — including percentage-of-AUM billing, hourly and fixed fees, and performance-based arrangements — which fits its role as both adviser and sponsor/GP/managing member of pooled funds. Investment activity centers on private investment vehicles and real estate exposures. The firm runs and advises private funds, with private equity the dominant pooled-vehicle strategy, while also using mutual funds and separately managed accounts for liquid, core allocations. Oak Street is not positioned as an ESG-focused manager and does not identify as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices