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| Oak Family Advisors LLC
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|---|---|
| CRD # | 141332 |
| SEC # | 801-108109 |
| CIK # | 0001846161 |
| AUM | 621.0 M (2026-06-11) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-373-7221 |
| Address | 150 North Wacker Drive Chicago, IL 60606-1607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 21.6 | ||
| Novo Nordisk A S | 16.3 | ||
| Alphabet Inc | 14.3 | ||
| Astrazeneca PLC | 13.6 | ||
| Generac Holdings Inc | 12.3 | ||
| Boeing Co | 11.4 | ||
| Reaves Utility Income Fund | 10.1 | ||
| Amazon Com Inc | 8.9 | ||
| J P Morgan Chase & Co | 8.7 | ||
| Kenvue Inc | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 20.0 |
| (b) Individuals (high net worth individuals) | 128 | 553.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 46.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 853 | 621.0 |
| By Discretionary | ||
| Discretionary | 732 | 526.0 |
| Non-Discretionary | 121 | 95.0 |
| Total | 853 | 621.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 621.0 | |
| Total | 853 | 621.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846161] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 203 |
| Serves | Retail |
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