Updated:
Oak Street Investments
Oak Street Investments, an SEC-registered investment adviser in Greenwood Village, CO, was registered in 2023. The firm oversees $125 million in assets.
Oak Street Investments
Oak Street Investments, an SEC-registered investment adviser in Greenwood Village, CO, was registered in 2023. The firm oversees $125 million in assets. It has one employee and one investment adviser.
General information
Firm type
Private Equity
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Greenwood Village
Corporate office
Greenwood Village, CO, United States
Principals
Jacob Milder
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Oak Street Investments?
Jacob Milder, the founder, makes all investment decisions. He is a Certified Financial Planner, Chartered Financial Consultant, and IRS Enrolled Agent with over 20 years of industry experience, including a VP role at Goldman Sachs in Chicago. Oak Street is a single-advisor firm with one administrative support person.
How does Oak Street Investments charge for its services?
Oak Street operates on a flat-fee model for clients with managed assets under $2 million. The firm transitioned to flat fees in early 2019 after Milder observed that he spent similar time advising clients regardless of asset level. This structure means the firm does not receive commissions, referral fees, or percentage-of-AUM compensation from higher-net-worth clients.
Is Oak Street Investments structured as a family office?
No. Oak Street is a registered investment advisor (RIA) and a fee-only fiduciary serving multiple unrelated households. It is not a single-family or multi-family office, and Milder does not manage the capital of a single originating wealth source.
Does Oak Street Investments participate in private equity, venture capital, or direct deals?
No. The firm constructs client portfolios using publicly traded index-based vehicles built on the academic research of Fama, French, Markowitz, and Merton. Oak Street does not offer access to private equity, venture capital, hedge funds, direct co-investments, or any alternative asset classes.
Which professional niches does Oak Street Investments serve?
The firm specializes in technology and healthcare professionals (per the firm’s website). Milder’s integrated model combines investment management, financial planning, and tax preparation — a service bundle tailored for high-income W-2 earners in those sectors.
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.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: