Active
OAK FAMILY ADVISORS, LLC
Investment Advice|CHICAGO, IL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$534M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 451.0M |
| Non-Discretionary | 83.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 141332 |
| SEC Number | 801-108109 |
| Street Address | 150 NORTH WACKER DRIVE |
| Street Address 2 | SUITE 1760 |
| Location | CHICAGO, IL 60606-1607 |
| Country | United States |
| Phone | 312-373-7221 |
| Fax | 312-212-5449 |
| Total Employees | 6 |
Client Count by Type (193 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 119 |
| Individuals (other than H… | 71 |
| Corporations/Businesses | 2 |
| Charitable Organizations | 1 |
Community Partners
CITY OF BERWYN
CITY OF BLUE ISLAND
CITY OF BURBANK
CITY OF CALUMET CITY
CITY OF CHICAGO
CITY OF CHICAGO HEIGHTS
CITY OF COUNTRY CLUB HILLS
CITY OF COUNTRYSIDE
CITY OF DES PLAINES
CITY OF EVANSTON
CITY OF HARVEY
CITY OF HICKORY HILLS
CITY OF HOMETOWN
CITY OF MARKHAM
CITY OF NAPERVILLE
CITY OF NORTHLAKE
CITY OF OAK FOREST
CITY OF PALOS HEIGHTS
CITY OF PALOS HILLS
CITY OF PROSPECT HEIGHTS
CITY OF BERWYN
CITY OF BLUE ISLAND
CITY OF BURBANK
CITY OF CALUMET CITY
CITY OF CHICAGO
CITY OF CHICAGO HEIGHTS
CITY OF COUNTRY CLUB HILLS
CITY OF COUNTRYSIDE
CITY OF DES PLAINES
CITY OF EVANSTON
CITY OF HARVEY
CITY OF HICKORY HILLS
CITY OF HOMETOWN
CITY OF MARKHAM
CITY OF NAPERVILLE
CITY OF NORTHLAKE
CITY OF OAK FOREST
CITY OF PALOS HEIGHTS
CITY OF PALOS HILLS
CITY OF PROSPECT HEIGHTS
CITY OF BERWYN
CITY OF BLUE ISLAND
CITY OF BURBANK
CITY OF CALUMET CITY
CITY OF CHICAGO
CITY OF CHICAGO HEIGHTS
CITY OF COUNTRY CLUB HILLS
CITY OF COUNTRYSIDE
CITY OF DES PLAINES
CITY OF EVANSTON
CITY OF HARVEY
CITY OF HICKORY HILLS
CITY OF HOMETOWN
CITY OF MARKHAM
CITY OF NAPERVILLE
CITY OF NORTHLAKE
CITY OF OAK FOREST
CITY OF PALOS HEIGHTS
CITY OF PALOS HILLS
CITY OF PROSPECT HEIGHTS
Municipal Government
149 Active
149
Organizations
ACORN PUBLIC LIBRARY DISTRICT
ADDISON CREEK RESTORATION COMMISSION
ADDISON CREEK RIVER CONSERVANCY DISTRICT
ALSIP MERRIONETTE PARK LIBRARY DISTRICT
ALSIP PARK DISTRICT
ARLINGTON HEIGHTS MEMORIAL PUBLIC LIBRARY DISTRICT
ARLINGTON HEIGHTS PARK DISTRICT
BARRINGTON COUNTRYSIDE FIRE PROTECTION DISTRICT
BARTLETT-COUNTRYSIDE FIRE PROTECTION DISTRICT
BARTLETT PARK DISTRICT
BARTLETT PUBLIC LIBRARY DISTRICT
BEDFORD PARK DISTRICT
BEDFORD PARK PUBLIC LIBRARY DISTRICT
BERKELEY PARK DISTRICT
BERWYN PARK DISTRICT
BERWYN TOWNSHIP PUBLIC HEALTH DISTRICT
BLUE ISLAND PARK DISTRICT
BRIDGEVIEW PARK DISTRICT
BROADVIEW PARK DISTRICT
BROADVIEW PUBLIC LIBRARY DISTRICT
ACORN PUBLIC LIBRARY DISTRICT
ADDISON CREEK RESTORATION COMMISSION
ADDISON CREEK RIVER CONSERVANCY DISTRICT
ALSIP MERRIONETTE PARK LIBRARY DISTRICT
ALSIP PARK DISTRICT
ARLINGTON HEIGHTS MEMORIAL PUBLIC LIBRARY DISTRICT
ARLINGTON HEIGHTS PARK DISTRICT
BARRINGTON COUNTRYSIDE FIRE PROTECTION DISTRICT
BARTLETT-COUNTRYSIDE FIRE PROTECTION DISTRICT
BARTLETT PARK DISTRICT
BARTLETT PUBLIC LIBRARY DISTRICT
BEDFORD PARK DISTRICT
BEDFORD PARK PUBLIC LIBRARY DISTRICT
BERKELEY PARK DISTRICT
BERWYN PARK DISTRICT
BERWYN TOWNSHIP PUBLIC HEALTH DISTRICT
BLUE ISLAND PARK DISTRICT
BRIDGEVIEW PARK DISTRICT
BROADVIEW PARK DISTRICT
BROADVIEW PUBLIC LIBRARY DISTRICT
ACORN PUBLIC LIBRARY DISTRICT
ADDISON CREEK RESTORATION COMMISSION
ADDISON CREEK RIVER CONSERVANCY DISTRICT
ALSIP MERRIONETTE PARK LIBRARY DISTRICT
ALSIP PARK DISTRICT
ARLINGTON HEIGHTS MEMORIAL PUBLIC LIBRARY DISTRICT
ARLINGTON HEIGHTS PARK DISTRICT
BARRINGTON COUNTRYSIDE FIRE PROTECTION DISTRICT
BARTLETT-COUNTRYSIDE FIRE PROTECTION DISTRICT
BARTLETT PARK DISTRICT
BARTLETT PUBLIC LIBRARY DISTRICT
BEDFORD PARK DISTRICT
BEDFORD PARK PUBLIC LIBRARY DISTRICT
BERKELEY PARK DISTRICT
BERWYN PARK DISTRICT
BERWYN TOWNSHIP PUBLIC HEALTH DISTRICT
BLUE ISLAND PARK DISTRICT
BRIDGEVIEW PARK DISTRICT
BROADVIEW PARK DISTRICT
BROADVIEW PUBLIC LIBRARY DISTRICT
Special District
258 Active
258
Organizations
A.E.R.O. SPECIAL ED CO-OP
ALSIP, HAZELGREEN AND OAKLAWN ELEMENTARY SCHOOL DISTRICT 126
ALSIP-HAZLGRN-OAKLAWN SCHOOL DISTRICT 126
ALTERNATIVE ACADEMIC ACHIEVEMENT ACADEMY
ARBOR PARK SCHOOL DISTRICT 145
ARGO COMMUNITY HIGH SCHOOL DISTRICT 217
ARLINGTON HEIGHTS SCHOOL DISTRICT 25
ATWOOD HEIGHTS SCHOOL - DISTRICT 125
AVOCA SCHOOL DISTRICT 37
BELLWOOD SCHOOL DISTRICT 88
BERKELEY SCHOOL DISTRICT 87
BERWYN NORTH SCHOOL DISTRICT 98
BERWYN SCHOOL DISTRICT 100
BLOOM TOWNSHIP HIGH SCHOOL DISTRICT 206
BLUE ISLAND SCHOOL DISTRICT 130
BREMEN COMMUNITY HIGH SCHOOL DISTRICT 228
BROOKFIELD LA GRANGE PARK SCHOOL DISTRICT 95
BROOKFIELD SCHOOL DISTRICT 95
BURBANK SCHOOL DISTRICT 111
BURNHAM SCHOOL DISTRICT 154-5
A.E.R.O. SPECIAL ED CO-OP
ALSIP, HAZELGREEN AND OAKLAWN ELEMENTARY SCHOOL DISTRICT 126
ALSIP-HAZLGRN-OAKLAWN SCHOOL DISTRICT 126
ALTERNATIVE ACADEMIC ACHIEVEMENT ACADEMY
ARBOR PARK SCHOOL DISTRICT 145
ARGO COMMUNITY HIGH SCHOOL DISTRICT 217
ARLINGTON HEIGHTS SCHOOL DISTRICT 25
ATWOOD HEIGHTS SCHOOL - DISTRICT 125
AVOCA SCHOOL DISTRICT 37
BELLWOOD SCHOOL DISTRICT 88
BERKELEY SCHOOL DISTRICT 87
BERWYN NORTH SCHOOL DISTRICT 98
BERWYN SCHOOL DISTRICT 100
BLOOM TOWNSHIP HIGH SCHOOL DISTRICT 206
BLUE ISLAND SCHOOL DISTRICT 130
BREMEN COMMUNITY HIGH SCHOOL DISTRICT 228
BROOKFIELD LA GRANGE PARK SCHOOL DISTRICT 95
BROOKFIELD SCHOOL DISTRICT 95
BURBANK SCHOOL DISTRICT 111
BURNHAM SCHOOL DISTRICT 154-5
A.E.R.O. SPECIAL ED CO-OP
ALSIP, HAZELGREEN AND OAKLAWN ELEMENTARY SCHOOL DISTRICT 126
ALSIP-HAZLGRN-OAKLAWN SCHOOL DISTRICT 126
ALTERNATIVE ACADEMIC ACHIEVEMENT ACADEMY
ARBOR PARK SCHOOL DISTRICT 145
ARGO COMMUNITY HIGH SCHOOL DISTRICT 217
ARLINGTON HEIGHTS SCHOOL DISTRICT 25
ATWOOD HEIGHTS SCHOOL - DISTRICT 125
AVOCA SCHOOL DISTRICT 37
BELLWOOD SCHOOL DISTRICT 88
BERKELEY SCHOOL DISTRICT 87
BERWYN NORTH SCHOOL DISTRICT 98
BERWYN SCHOOL DISTRICT 100
BLOOM TOWNSHIP HIGH SCHOOL DISTRICT 206
BLUE ISLAND SCHOOL DISTRICT 130
BREMEN COMMUNITY HIGH SCHOOL DISTRICT 228
BROOKFIELD LA GRANGE PARK SCHOOL DISTRICT 95
BROOKFIELD SCHOOL DISTRICT 95
BURBANK SCHOOL DISTRICT 111
BURNHAM SCHOOL DISTRICT 154-5
School District
199 Active
199
Organizations
0065 ASSEMBLY
012 ELLIOTT DONNELLEY CHAPTER OF TROUT UNLIMITED
041 SC TOPEKA AREA CHAPTER
062 INC
0890 ST LOUIS COURT
1000 N HARDING BLOCK CLUB
100 BLACK MEN OF CHICAGO INC
100 BLACK MEN OF CHICAGO SOUTH SUBURBS
100 CLUB OF ILLINOIS
100 IGBOS USA INC
100 MAN STANDING STRONG
100 MEN ASSOCIATION
1013 SOUTH CLAREMONT CONDOMINIUMS
102401 CHICAGO PUNJABI
103 WEST SUBURBAN COUNCIL
10 REGION
11 10 02 FOUNDATION
11 11 EMPOWERMENT COMMUNITY
1126 ST CATHERINE COURT
1130915 PLEASANTDALE LL
0065 ASSEMBLY
012 ELLIOTT DONNELLEY CHAPTER OF TROUT UNLIMITED
041 SC TOPEKA AREA CHAPTER
062 INC
0890 ST LOUIS COURT
1000 N HARDING BLOCK CLUB
100 BLACK MEN OF CHICAGO INC
100 BLACK MEN OF CHICAGO SOUTH SUBURBS
100 CLUB OF ILLINOIS
100 IGBOS USA INC
100 MAN STANDING STRONG
100 MEN ASSOCIATION
1013 SOUTH CLAREMONT CONDOMINIUMS
102401 CHICAGO PUNJABI
103 WEST SUBURBAN COUNCIL
10 REGION
11 10 02 FOUNDATION
11 11 EMPOWERMENT COMMUNITY
1126 ST CATHERINE COURT
1130915 PLEASANTDALE LL
0065 ASSEMBLY
012 ELLIOTT DONNELLEY CHAPTER OF TROUT UNLIMITED
041 SC TOPEKA AREA CHAPTER
062 INC
0890 ST LOUIS COURT
1000 N HARDING BLOCK CLUB
100 BLACK MEN OF CHICAGO INC
100 BLACK MEN OF CHICAGO SOUTH SUBURBS
100 CLUB OF ILLINOIS
100 IGBOS USA INC
100 MAN STANDING STRONG
100 MEN ASSOCIATION
1013 SOUTH CLAREMONT CONDOMINIUMS
102401 CHICAGO PUNJABI
103 WEST SUBURBAN COUNCIL
10 REGION
11 10 02 FOUNDATION
11 11 EMPOWERMENT COMMUNITY
1126 ST CATHERINE COURT
1130915 PLEASANTDALE LL
Nonprofit Organization
36265 Active
36265
Organizations
Community Partners200 organizations
CITY OF BERWYN
Municipal Government·BERWYN
CITY OF BLUE ISLAND
Municipal Government·BLUE ISLAND
CITY OF BURBANK
Municipal Government·BURBANK
CITY OF CALUMET CITY
Municipal Government·CALUMET CITY
CITY OF CHICAGO
Municipal Government·CHICAGO
CITY OF CHICAGO HEIGHTS
Municipal Government·CHICAGO HEIGHTS
CITY OF COUNTRY CLUB HILLS
Municipal Government·COUNTRY CLUB HILLS
CITY OF COUNTRYSIDE
Municipal Government·COUNTRYSIDE
CITY OF DES PLAINES
Municipal Government·DES PLAINES
CITY OF EVANSTON
Municipal Government·EVANSTON
CITY OF HICKORY HILLS
Municipal Government·HICKORY HILLS
CITY OF HOMETOWN
Municipal Government·HOMETOWN
CITY OF MARKHAM
Municipal Government·HARVEY
CITY OF OAK FOREST
Municipal Government·OAK FOREST
CITY OF ROLLING MEADOWS
Municipal Government·ROLLING MEADOWS
TOWN OF CICERO
Municipal Government·CICERO
TOWNSHIP OF BERWYN
Municipal Government·BERWYN
TOWNSHIP OF BLOOM
Municipal Government·CHICAGO HEIGHTS
TOWNSHIP OF CALUMET
Municipal Government·BLUE ISLAND
TOWNSHIP OF LEYDEN
Municipal Government·FRANKLIN PARK
TOWNSHIP OF LYONS
Municipal Government·COUNTRYSIDE
TOWNSHIP OF NORWOOD PARK
Municipal Government·NORRIDGE
TOWNSHIP OF PALATINE
Municipal Government·PALATINE
TOWNSHIP OF RIVERSIDE
Municipal Government·RIVERSIDE
TOWNSHIP OF SCHAUMBURG
Municipal Government·SCHAUMBURG
ACORN PUBLIC LIBRARY DISTRICT
Special District·OAK FOREST
ADDISON CREEK RESTORATION COMMISSION
Special District·NORTHLAKE
ADDISON CREEK RIVER CONSERVANCY DISTRICT
Special District·NORTHLAKE
ALSIP PARK DISTRICT
Special District·ALSIP
ARLINGTON HEIGHTS MEMORIAL PUBLIC LIBRARY DISTRICT
Special District·ARLINGTON HEIGHTS
BARTLETT PUBLIC LIBRARY DISTRICT
Special District·BARTLETT
BERKELEY PARK DISTRICT
Special District·BERKELEY
BERWYN PARK DISTRICT
Special District·BERWYN
BERWYN TOWNSHIP PUBLIC HEALTH DISTRICT
Special District·BERWYN
BLUE ISLAND PARK DISTRICT
Special District·BLUE ISLAND
BROADVIEW PARK DISTRICT
Special District·BROADVIEW
BROADVIEW-WESTCHESTER JOINT ACTION WATER AGENCY
Special District·WESTCHESTER
BROOKFIELD NORTH RIVERSIDE WATER COMMISSION
Special District·BROOKFIELD
BURBANK PARK DISTRICT
Special District·BURBANK
CALUMET MEMORIAL PARK DISTRICT
Special District·CALUMET CITY
CALUMET UNION DRAINAGE DISTRICT 1
Special District·SOUTH HOLLAND
CENTRAL STICKNEY FIRE PROTECTION DISTRICT
Special District·CHICAGO
CENTRAL STICKNEY PARK DISTRICT
Special District·CHICAGO
CENTRAL STICKNEY SANITARY DISTRICT
Special District·CHICAGO
CHICAGO EXECUTIVE AIRPORT
Special District·WHEELING
CHICAGO PARK DISTRICT
Special District·CHICAGO
CHICAGO SOUTH SUBURBAN MASS TRANSIT DISTRICT
Special District·FLOSSMOOR
CHICAGO TRANSIT AUTHORITY
Special District·CHICAGO
CICERO HOUSING AUTHORITY
Special District·CICERO
CLYDE PARK DISTRICT
Special District·CICERO
COMMUNITY PARK DISTRICT OF LAGRANGE PARK
Special District·LA GRANGE PARK
CONSOLIDATED EMERGENCY RESPONSE CENTER OF COOK COUNTY JOINT 9-1-1 AUTHORITY
Special District·CICERO
CRAWFORD COUNTYSIDE SANITARY DISTRICT
Special District·MATTESON
DEPARTMENT OF BUSINESS AFFAIRS AND CONSUMER PROTECTION
Special District·CHICAGO
DES PLAINES PARK DISTRICT
Special District·DES PLAINES
DIXMOOR PUBLIC LIBRARY DISTRICT
Special District·DIXMOOR
DOLTON PARK DISTRICT
Special District·DOLTON
A.E.R.O. SPECIAL ED CO-OP
School District·BURBANK
ALSIP, HAZELGREEN AND OAKLAWN ELEMENTARY SCHOOL DISTRICT 126
School District·ALSIP
ALTERNATIVE ACADEMIC ACHIEVEMENT ACADEMY
School District·CHICAGO
BLOOM TOWNSHIP HIGH SCHOOL DISTRICT 206
School District·CHICAGO HEIGHTS
BLUE ISLAND SCHOOL DISTRICT 130
School District·BLUE ISLAND
BROOKFIELD LA GRANGE PARK SCHOOL DISTRICT 95
School District·BROOKFIELD
BROOKFIELD SCHOOL DISTRICT 95
School District·BROOKFIELD
CAREER PREPARATION NETWORK
School District·CHICAGO HEIGHTS
CCC BOT DIST #508
School District·CHICAGO
CCSD21
School District·WHEELING
CHICAGO RIDGE SCHOOL DISTRICT 127-5
School District·CHICAGO RIDGE
CIVITAS EDUCATION PARTNERS
School District·CHICAGO
COMMUNITY CONSOLIDATED SCHOOL DISTR
School District·TINLEY PARK
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 15 COOK COUNTY
School District·PALATINE
COOK CO BD OF ED DIST 89
School District·MELROSE PARK
COOK CO SCHOOL DISTRICT 36 BOA
School District·WINNETKA
COOK COUNTY SCHOOL DISTRICT 130
School District·BLUE ISLAND
COUNTY OF COOK SCHOOL DISTRICT NO. 122
School District·OAK LAWN
CRESTWOOD VILLAGE OF
School District·CRESTWOOD
DES PLAINES COMMUNITY CONSOLIDATED SCHOOL DISTRICT 62
School District·DES PLAINES
0065 ASSEMBLY
Nonprofit Organization·Brookfield
012 ELLIOTT DONNELLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·CHICAGO
041 SC TOPEKA AREA CHAPTER
Nonprofit Organization·Chicago
062 INC
Nonprofit Organization·Chicago
0890 ST LOUIS COURT
Nonprofit Organization·Mount Prospect
1000 N HARDING BLOCK CLUB
Nonprofit Organization·Chicago
100 BLACK MEN OF CHICAGO INC
Nonprofit Organization·CHICAGO
100 BLACK MEN OF CHICAGO SOUTH SUBURBS
Nonprofit Organization·Lansing
100 CLUB OF ILLINOIS
Nonprofit Organization·CHICAGO
100 IGBOS USA INC
Nonprofit Organization·BURR RIDGE
100 MAN STANDING STRONG
Nonprofit Organization·MAYWOOD
100 MEN ASSOCIATION
Nonprofit Organization·Park Forest
1013 SOUTH CLAREMONT CONDOMINIUMS
Nonprofit Organization·Chicago
102401 CHICAGO PUNJABI
Nonprofit Organization·Berkeley
103 WEST SUBURBAN COUNCIL
Nonprofit Organization·Riverside
10 REGION
Nonprofit Organization·Brookfield
11 10 02 FOUNDATION
Nonprofit Organization·Evanston
11 11 EMPOWERMENT COMMUNITY
Nonprofit Organization·COUNTRY CLUB HILLS
1126 ST CATHERINE COURT
Nonprofit Organization·Mt Prospect
1130915 PLEASANTDALE LL
Nonprofit Organization·Burr Ridge
1 17 FOUNDATION
Nonprofit Organization·CHICAGO
123 DISTRICT 29 AMERICAN FEDERATION OF
Nonprofit Organization·NAPERVILLE
124 AUGUSTUS N GAGE COUNCIL
Nonprofit Organization·Glenview
125 FOUNDATION
Nonprofit Organization·BARRINGTON
1335 FOUNDATION
Nonprofit Organization·CHICAGO
137 Films NFP
Nonprofit Organization·Chicago
13TH DISTRICT ORDER OF AHEPA SCHOLARSHIP
Nonprofit Organization·LINCOLNWOOD
13TH POSITIVE FOUNDATION
Nonprofit Organization·Maywood
143 R YOUTH
Nonprofit Organization·Chicago
147TH CLARK STREET BLOCK CLUB - DOLTON - IL
Nonprofit Organization·Dolton
148 SE GREENVILLE CHAPTER
Nonprofit Organization·Chicago
1500 West Wrightwood Condo Assoc
Nonprofit Organization·Chicago
151 SOUTHERN NEW HAMPSHIRE
Nonprofit Organization·Chicago
1532553 NABP TOASTMASTERS
Nonprofit Organization·Mount Prospect
1534
Nonprofit Organization·CHICAGO
1535 N PULASKI ROAD CHARITABLE CORPORATION
Nonprofit Organization·Chicago
15TH WARD ORGANIZATION CRIME STOPPE
Nonprofit Organization·CHICAGO
1614-1622 JONQUIL TERRACE
Nonprofit Organization·CHICAGO
1668 W. OGDEN AVE. LLC
Nonprofit Organization·CHICAGO
1700 EAST 85TH STREET BLOCK CLUB
Nonprofit Organization·Chicago
17TH INFANTRY MEMORIAL ASSOCIATION INC
Nonprofit Organization·Western Springs
17TH INFANTRY REGIMENT ASSOCIATION
Nonprofit Organization·WESTERN SPRINGS
1808 Eye Street Inc
Nonprofit Organization·Chicago
1883 FUND XXXXX1004
Nonprofit Organization·CHICAGO
1891 FINANCIAL LIFE
Nonprofit Organization·SCHAUMBURG
18TH STREET CASA DE CULTURA, NFP
Nonprofit Organization·CHICAGO
18TH & WABASH CORP
Nonprofit Organization·CHICAGO
1911 INITIATIVE
Nonprofit Organization·SOUTH HOLLAND
1914 EDUCATIONAL FOUNDATION INC
Nonprofit Organization·Chicago
1973 CALUMET HIGH SCHOOL REUNION INCORPORATED
Nonprofit Organization·OAK FOREST