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| Olive Street Investment Advisers LLC
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|---|---|
| CRD # | 166710 |
| SEC # | 801-77754 |
| CIK # | |
| AUM | $149.0 BB (2023-03-30) |
| Employees | 173 (100% Investors, 67% Brokers) |
| Phone | 314-515-2000 |
| Address | 12555 Manchester Road St Louis, MO 63131 |
| Source | [IAPD] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 149.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 149.0 |
| By Discretionary | ||
| Discretionary | 12 | 149.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 149.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.0 | |
| Total | 12 | 149.0 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Edward D Jones & Co LP
✚
|
MO | 593.1 |
|
Olive Street Investment Advisers LLC
✚
|
MO | 149.0 |
|
Passport Research Ltd
✚
|
MO | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Russell Investments Implementation Services LLC
✚
|
WA | 170.1 |
|
PFM Asset Management LLC
✚
|
PA | 153.8 |
|
Sumitomo Mitsui DS Asset Management Compny Limited
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|
148.5 | |
|
Nuveen Fund Advisors LLC
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IL | 147.7 |
|
Equitable Investment Management Group LLC
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|
NY | 143.5 |
|
Northern Trust Global Investments Ltd
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|
142.9 | |
|
Brighthouse Investment Advisers LLC
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|
MA | 133.6 |
|
AST Investment Services Inc
✚
|
CT | 122.2 |
|
Hartford Funds Management Company LLC
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PA | 122.2 |
|
PRIMECAP Management Co
✚
|
CA | 117.2 |