Oak Street Investments - aVenture Asset Manager Research
Location
Myrtle Beach, SC, US
Founded
2005
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
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series A1 (100.0%)
Stage Mix
Series A 100%
Concentration shown as share of disclosed investments by stage.
