Investment adviser · CRD 108003
OAKBROOK INVESTMENTS
Investment adviser filing (IA)
OAKBROOK INVESTMENTS LLC
LISLE, IL, United States · Form ADV filed Apr 8, 2020
- Regulatory AUM
- $520M Form ADV · Item 5.F
- Client accounts
- 23 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 11 | $211,331,469 | 40.7% |
| Other investment advisers | 3 | $199,620,271 | 38.4% |
| Government entities | Fewer than 5 | $101,723,796 | 19.6% |
| High-net-worth individuals | 7 | $7,043,992 | 1.4% |
Filing source
Form ADV 1412253 · Apr 8, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 8, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
2300 CABOT DRIVE, SUITE 300LISLE, IL, 60532-4616, United States
CRD 108003
Filing source
Form ADV 1412253 · Apr 8, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.