# Oak Street Investments

Oak Street Investments is a Private Equity based in Greenwood Village, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Greenwood Village, United States
- **Region:** North America
- **Address:** Greenwood Village, CO, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.oakstreetinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/oak-street-investments

## Regulatory record

- **CRD number:** 288019
- **SEC file number:** 801-128057
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288019

## About

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.

## Sectors

- Wealth Management
- Tax Planning
- Financial Planning

## People

- Jacob Milder — Founder

## 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.

### 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.

## Related profiles

- [Oak Stream Partners](https://altss.com/profile/oak-stream-partners)
- [OakStreet Wealth Management](https://altss.com/profile/oakstreet-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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