OLIVE STREET INVESTMENT ADVISERS, LLC

Latest filing: Mar 28, 2024 (216 days ago)

AUM

$178,210,617,986
20% change vs. 1 year ago
68% change vs. 3 years ago
183% change vs. 5 years ago
2934% change vs. 10 years ago

Employee Count

246
42% change vs. 1 year ago
103% change vs. 3 years ago
144% change vs. 5 years ago
1018% change vs. 10 years ago

Main Office

ST. LOUIS, MO
12555 MANCHESTER ROAD, ST. LOUIS, MO, UNITED STATES, 63131

Client AUM

Discretion AUM
Discretionary $178.2
Non-Discretionary $0.0
Total $178.2
Client AUM
Retail $0.0
Pooled $178.2
Institutional $0.0
Total $178.2
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
EDWARD D. JONES & CO., L.P. $692.2 broker-dealer 250
EDWARD JONES INSURANCE AGENCY OF MASSACHUSETTS, L.L.C. $0.0 -
EDWARD JONES INSURANCE AGENCY OF CALIFORNIA, L.L.C. $0.0 -
EDWARD JONES TRUST COMPANY $0.0 trust company -
EDWARD JONES INSURANCE AGENCY OF NEW MEXICO, L.L.C. $0.0 -
EDJ INSURANCE COMPANY, INC. $0.0 -
EDWARD JONES $0.0 broker-dealer -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

5 active

Name Title
HERZOG, ALAN, J CHIEF COMPLIANCE OFFICER
KERSTING, THOMAS, CHRISTOPHER PRESIDENT
ALBRITTON, AARON, DALE TREASURER
BERTAIN, LISA, MURPHY SECRETARY

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $178.2 $0.0 0% 246 0 0%
2024-04-02 $178.2 $0.0 0% 246 0 0%
2023-04-04 $149.0 $29.2 20% 173 73 42%
2022-04-01 $130.7 $47.5 36% 136 110 81%
2021-04-05 $106.2 $72.0 68% 121 125 103%
2020-04-01 $81.5 $96.7 119% 109 137 126%
2019-04-01 $63.0 $115.2 183% 101 145 144%
2018-04-02 $50.4 $127.8 254% 96 150 156%
2017-04-01 $31.6 $146.6 464% 88 158 180%
2016-04-01 $22.6 $155.6 687% 77 169 219%
2015-04-01 $7.7 $170.5 2213% 59 187 317%
2014-04-01 $5.9 $172.3 2934% 22 224 1018%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MO, AZ-03/31/2017, MO-04/01/2013
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
MANAGER SELECTION
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV