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OLIVE STREET INVESTMENT ADVISERS, LLC
CRD 166710File 801-77754
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$203.76B
Top 10% of cohort (national)
Discretionary AUM
$203.76B
Clients
2
13 accounts
Employees
232
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 1, 2013
- Principal office
- 12555 MANCHESTER ROAD, ST. LOUIS, MO, 63131
- Phone
- 314-515-2000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $203.76B
- Discretionary AUM
- $203.76B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $101.88B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $203.76B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE SCHEDULE D-MISCELLANEOUS
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 218 | 232 | increased by14 |
| Apr 1, 2026 | AUM | $169,541,361,944 | $203,755,416,203 | increased by$34,214,054,259 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 136 | 218 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $130,714,979,023 | $169,541,361,944 | increased by$38,826,382,921 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 13 | increased by12 |
| Apr 1, 2022 | Employees | 121 | 136 | increased by15 |
| Apr 1, 2022 | AUM | $106,241,042,188 | $130,714,979,023 | increased by$24,473,936,835 |
| Apr 1, 2022 | Accounts | 9 | 1 | decreased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OLIVE STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLIVE STREET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.