Olive Street Investment Advisers, Llc
- Regulatory AUM
- $204B
- Discretionary
- $204B
- Clients
- 2
- Avg AUM / client
- $102B
- Accounts
- 13
- Employees
- 232
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $204B | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alan Herzog | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Kersting, Thomas, Christopher | President | Mar 2020 (6y) | Less than 5% | |
| Albritton, Aaron, Dale | Treasurer | Mar 2021 (5y) | Less than 5% | |
| Bertain, Lisa, Murphy | Secretary | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Jones Financial Companies, L.L.L.P. | Sole Member | Dec 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SEE SCHEDULE D-MISCELLANEOUS
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗