Oak Street Real Estate Capital, LLC
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Overview
Oak Street Real Estate Capital, LLC is a financial advisory firm located in Chicago, Illinois. The firm manages $18.4 billion in assets throughout 30 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). Oak Street Real Estate Capital, LLC has an average-sized group, including 30 financial advisors. Oak Street Real Estate Capital, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, stocks and options.
Oak Street Real Estate Capital, LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without needing to seek client permission. The investment advisory firm's average account size is $614.1 million. The typical advisor at Oak Street Real Estate Capital, LLC administers about one client account, making it one of the most individualized firms in the country.
The company's main office is located at 30 North Lasalle Street, Chicago, Illinois 60602. It is legally registered to serve investors throughout 2 states, including Illinois and New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oak Street Real Estate Capital, LLC by the Numbers
$18.4 billion
50
30
$614.1 million
Fee Structure
Fees charged by financial advisors usually vary depending on the type of financial services offered. However, fee types billed by Oak Street Real Estate Capital, LLC most likely consist of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Oak Street Real Estate Capital, LLC works with pooled investment vehicles. Out of its 30 accounts, Oak Street Real Estate Capital, LLC's biggest client type is pooled investment vehicles. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Oak Street Real Estate Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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