Family OfficeRIA · CRD 141332SEC-Registered

Updated:

Oak Family Advisors

Oak Family Advisors is a family office entity. Learn about its structure, investment approach, and known activities from Altss research.

Oak Family Advisors

OAK FAMILY ADVISORS, LLC is an SEC-registered investment adviser in CHICAGO, IL, registered since 2016. The firm manages $621 million in assets, with $526 million on a discretionary basis. It employs 6 staff and 5 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is Oak Family Advisors?

Oak Family Advisors, LLC is a family office entity that likely provides investment and wealth management services to a single family or a small group of families. Public information about the firm is extremely limited, making it difficult to confirm its specific activities or structure.

Who runs investment decisions at Oak Family Advisors?

The investment decision-makers at Oak Family Advisors have not been publicly identified. No principal names or roles have appeared in accessible public records, including the firm's own website or LinkedIn presence.

Does Oak Family Advisors invest in direct deals or funds?

The firm's investment approach is not publicly known. Without disclosed portfolio companies or fund commitments, it is unclear whether Oak Family Advisors pursues direct investments, fund allocations, or a combination of both.

What sectors does Oak Family Advisors focus on?

No sector focus has been publicly disclosed for Oak Family Advisors. The firm's investment preferences remain unknown due to the lack of publicly available information.

Where is Oak Family Advisors headquartered?

The headquarters location of Oak Family Advisors is not confirmed in public records. The firm's physical address has not been disclosed through its website or other reliable sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Family Office profiles