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Oak Street Investments
AddedFeb 15, 2024
UpdatedJun 28, 2026
Oak Street Investments

Oak Street Investments

Operating

Oak Street Advisors: Independent financial planning and investment firm, securing your future and legacy.

Location
Myrtle Beach, SC, US
Founded
2005
Firm
Compare
Portfolio
Employees
Website

Oak Street Investments is an independent financial planning and investment advisory firm. They focus on helping successful individuals build comfortable retirements, fund education expenses for children and grandchildren, and establish lasting legacies for heirs and charities. The firm operates on a fee-only basis, emphasizing their role as fiduciary partners.

As a fiduciary, Oak Street Investments prioritizes tax-smart financial planning and portfolio management. They have invested in Arrowsight, a technology company that has raised $6.75 million. The firm's approach centers on building trust and confidence with clients, offering tailored solutions to meet individual financial goals and secure long-term financial futures.

Oak Street Investments - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Series Unknown1 (100.0%)

Stage Mix

Series Unknown 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Arrowsight logo

Arrowsight

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Oak Street Investments - Classification

Also Known As
  • Oak Street Investments, LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions