Olive Street Investment Advisers, LLC

RIASEC RegisteredEst. 2013
Total AUM
$204B
Discretionary
$204B
100% of AUM
Avg account
$15.7B
Accounts
13
Employees
232
Advisory reps
4

Firm details

Headquarters
Saint Louis, Missouri
CRD number
166710
Registered since
April 1, 2013
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Olive Street Investment Advisers, LLC is an institutional RIA organized as an LLC and registered with the SEC in 2013. The firm serves primarily institutional clients and acts as a capital allocator. Its regulatory filings identify it as a CPO/CTA and list advisory activities that include portfolio management for investment companies and the selection of other advisers. Olive Street charges fees based on a percentage of assets under management and other fee arrangements. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Robert Toner

    Robert Toner

    PrincipalCRD 5973039

  • Linda Bannister

    Linda Bannister

    PrincipalCRD 2426195

  • Aaron Albritton

    Aaron Albritton

    Principal, FinanceCRD 5716491

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
12555 Manchester Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth