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OAK STREET INVESTMENT ADVISORS, LLC, CRD 288019
GREENWOOD VILLAGE, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JACOB Ira MILDER | Certified Financial Planner | GREENWOOD VILLAGE, CO | 1 | 19 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| IRVING INVESTORS OSC SECONDARIES FUND, LLC | Private Equity Fund | $40.0M | Oct 25, 2024 | 99 | Mar 22, 2024 | reported | 021-489091 |
| IRVING INVESTORS PRIVATES OSC XLII, LLC | Private Equity Fund | $12.2M | Oct 25, 2024 | 95 | Apr 27, 2023 | reported | 021-429928 |
| IRVING INVESTORS PRIVATES OSC XXXV | Private Equity Fund | $7.5M | Oct 25, 2024 | 2 | Apr 27, 2023 | reported | 021-409239 |
| IRVING INVESTORS PRIVATES OSC XXXIV | Private Equity Fund | $6.5M | Oct 25, 2024 | 85 | Apr 27, 2023 | reported | 021-409099 |
| IRVING INVESTORS PRIVATES OSC XXXI LLC | Private Equity Fund | $6.0M | Oct 25, 2024 | 85 | Apr 27, 2023 | reported | 021-402367 |
| IRVING INVESTORS PRIVATES OSC XXXVIII | Private Equity Fund | $5.2M | Oct 25, 2024 | 2 | Apr 27, 2023 | reported | 021-412360 |
| IRVING INVESTORS PRIVATES OSC XXXVII, LLC | Private Equity Fund | $4.1M | Oct 25, 2024 | 72 | Apr 27, 2023 | reported | 021-412354 |
| IIP OSC XXIX, A SERIES OF IRVING INVESTORS PRIVATES OSC, LLC | Private Equity Fund | $4.0M | Oct 25, 2024 | 65 | Apr 27, 2023 | reported | 021-394099 |
| IRVING INVESTORS PRIVATES OSC XLI, LLC | Private Equity Fund | $4.0M | Oct 25, 2024 | 71 | Apr 27, 2023 | reported | 021-429926 |
| IIP OSC XXX, A SERIES OF IRVING INVESTORS PRIVATES OSC, LLC | Private Equity Fund | $4.0M | Oct 25, 2024 | 65 | Apr 27, 2023 | reported | 021-394103 |
| IRVING INVESTORS PRIVATES OSC XXXIX LLC | Private Equity Fund | $3.0M | Oct 25, 2024 | 56 | Apr 27, 2023 | reported | 021-410885 |
| IRVING INVESTORS PRIVATES OSC XXVII, LLC | Private Equity Fund | $2.0M | Oct 25, 2024 | 42 | Apr 27, 2023 | reported | 021-401763 |
| IRVING INVESTORS PRIVATES OSC XLIII LLC | Private Equity Fund | $1.8M | Oct 25, 2024 | 23 | Apr 27, 2023 | reported | 021-527066 |
| IRVING INVESTORS PRIVATES OSC XXXVI | Private Equity Fund | $980,670 | Oct 25, 2024 | 2 | Apr 27, 2023 | reported | 021-409240 |
| IRVING INVESTORS PRIVATES OSC XL, LLC | Private Equity Fund | $725,000 | Oct 25, 2024 | 38 | Apr 27, 2023 | reported | 021-416598 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MILDER, JACOB, IRA | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 03/2017 | Apr 27, 2023 | Oct 25, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| OAK STREET CAPITAL LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $125M | $125M | 1 | 1 | 1 | 7 | n/a |
| 2024 | Feb 27, 2025 | $113M | $113M | 1 | 1 | 1 | 7 | n/a |
| 2023 | Mar 22, 2024 | $112M | $112M | 1 | 1 | 1 | 15 | $102M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $125M | $113M | 11.1% | n/a | n/a | 1 | 1 | 1 | 1 |