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Oak Street Advisory Group
OAK STREET ADVISORY GROUP, LLC is an SEC-registered investment adviser in NEVADA CITY, CA. The firm manages approximately $85 million in regulatory assets.
Oak Street Advisory Group
OAK STREET ADVISORY GROUP, LLC is an SEC-registered investment adviser in NEVADA CITY, CA. The firm manages approximately $85 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Oak Street Advisory Group?
The firm's investment committee or decision-makers are not named in public records. No principals or executives have been identified through the firm's own communications or reliable external sources.
What is the source of wealth for the family behind Oak Street Advisory Group?
The wealth origin for the family served by Oak Street Advisory Group has not been publicly disclosed. No family name or business background is available from the firm's public filings or media mentions.
Does Oak Street Advisory Group invest directly or through fund commitments?
The firm's investment approach — whether it makes direct deals, fund commitments, or co-investments — is not described in any publicly available document. No portfolio companies, deals, or investment partners have been disclosed.
Is Oak Street Advisory Group structured as a single family office or a multi-family office?
Based on its legal name and the absence of any public disclosure suggesting multiple families, it is classified here as a Single Family Office. There is no evidence it serves outside clients.
Are there any known philanthropic structures tied to Oak Street Advisory Group?
No philanthropic foundation, donor-advised fund, or charitable entity linked to this family office appears in public records. The firm has not disclosed any such structures.
Profile maintained by Altss 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.
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