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Private equityFirmbuyoutlower middle market

OAK Street Investments

Private Equity

Greenwood Village, CO

Oak Street Investments is a fee-only, flat-fee wealth management, tax planning and prep firm specializing in healthcare and technology professionals.

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Search this name across graphsid dfx:pe:801984c2-359e-4597-a425-41c37d19bb66

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 17
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Oak Street Investments

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

OAK STREET INVESTMENTS

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 15
PE funds: 15
Vintages: 2024 to 2024
PE GAV, 2024 filing: $102Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $112M
Investments: 6
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2024-10-25
Latest ADV filing: Oct 25, 2024
Employees (ADV): 1
Website: oakstreetinvestments.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Irving Investors Osc Secondaries Fund, LLC	2024	Unknown	Private Equity Fund	n/a	$40.0M
Irving Investors Privates Osc Xxxvii, LLC	n/a	Unknown	Private Equity Fund	n/a	$4.1M
Irving Investors Privates Osc Xliii LLC	n/a	Unknown	Private Equity Fund	n/a	$1.8M
Irving Investors Privates Osc Xl, LLC	n/a	Unknown	Private Equity Fund	n/a	$725,000
Irving Investors Privates Osc Xxvii, LLC	n/a	Unknown	Private Equity Fund	n/a	$2.0M
Irving Investors Privates Osc Xxxiv	n/a	Unknown	Private Equity Fund	n/a	$6.5M
Irving Investors Privates Osc Xxxviii	n/a	Unknown	Private Equity Fund	n/a	$5.2M
IIP Osc Xxx, a Series of Irving Investors Privates Osc, LLC	n/a	Unknown	Private Equity Fund	n/a	$4.0M
Irving Investors Privates Osc Xxxi LLC	n/a	Unknown	Private Equity Fund	n/a	$6.0M
Irving Investors Privates Osc Xxxv	n/a	Unknown	Private Equity Fund	n/a	$7.5M
Irving Investors Privates Osc Xxxix LLC	n/a	Unknown	Private Equity Fund	n/a	$3.0M
IIP Osc Xxix, a Series of Irving Investors Privates Osc, LLC	n/a	Unknown	Private Equity Fund	n/a	$4.0M
Irving Investors Privates Osc Xli, LLC	n/a	Unknown	Private Equity Fund	n/a	$4.0M
Irving Investors Privates Osc Xxxvi	n/a	Unknown	Private Equity Fund	n/a	$980,670
Irving Investors Privates Osc Xlii, LLC	n/a	Unknown	Private Equity Fund	n/a	$12.2M

Investments

Company	State	Role	Control	Invested	Exited	Status
Investment Plan Documents	n/a	unknown	unknown	n/a	n/a	unknown
Discipline	n/a	unknown	unknown	n/a	n/a	unknown
Analytical Skill	n/a	unknown	unknown	n/a	n/a	unknown
Problem solving integration	n/a	unknown	unknown	n/a	n/a	unknown
Benchmark	n/a	unknown	unknown	n/a	n/a	unknown
Financial planning	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Invested in (6)

→ Analytical SkillCompanyunknown
factThe subject's own site
→ Problem solving integrationCompanyunknown
factThe subject's own site
→ BenchmarkCompanyunknown
factThe subject's own site
→ Financial planningCompanyunknown
factThe subject's own site
→ Investment Plan DocumentsCompanyunknown
factThe subject's own site
→ DisciplineCompanyunknown
factThe subject's own site

Employs (1)

→ Jacob Ira MilderPersonManaging Member/Chief Compliance Officer
Mar 1, 2017 to presentfactForm ADV

Manages (15)

→ Irving Investors Privates Osc XxxviiiFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc Xlii, LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc Xxxvii, LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ IIP Osc Xxix, a Series of Irving Investors Privates Osc, LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ IIP Osc Xxx, a Series of Irving Investors Privates Osc, LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc Xxvii, LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc Xxxi LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc Xliii LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Osc Secondaries Fund, LLCFundPrivate Equity Fund
Mar 22, 2024 to presentfactForm ADV
→ Irving Investors Privates Osc Xli, LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc Xxxix LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc XxxvFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc Xl, LLCFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc XxxivFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV
→ Irving Investors Privates Osc XxxviFundPrivate Equity Fund
Apr 27, 2023 to presentfactForm ADV

Dated events

16 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 27, 2023
Adviser first adv filing
OAK Street Investments first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago

Show 16 bookkeeping events

Occurred
Mar 31, 2026
OAK Street Investments: Private Equity Funds on Form ADV 15 (2024 extract) -> 7 (roster 2026-09-01)
Occurred
Mar 22, 2024
Irving Investors Osc Secondaries Fund, LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $40,000,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xxxix LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $2,999,986
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xxxv first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $7,450,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xl, LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $725,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xxxiv first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $6,500,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xxxvi first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $980,670
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xxxviii first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $5,237,910
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xli, LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $4,000,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xxxvii, LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $4,073,930
Occurred
Apr 27, 2023
IIP Osc Xxix, a Series of Irving Investors Privates Osc, LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $4,000,000
Occurred
Apr 27, 2023
IIP Osc Xxx, a Series of Irving Investors Privates Osc, LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $4,000,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xxvii, LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $2,000,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xxxi LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $6,000,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xliii LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $1,800,000
Occurred
Apr 27, 2023
Irving Investors Privates Osc Xlii, LLC first reported on Form ADV by OAK Street Investments (Private Equity Fund), GAV $12,200,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Jacob Ira Milder (Managing Member/Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance