Oak Thistle Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 8
- Avg AUM / client
- $194M
- Accounts
- 8
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $559M | 36.0% |
| Pooled investment vehicles (non-investment companies) | 6 | $864M | 55.6% |
| Other investment advisers | 1 | $131M | 8.43% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hensle, Craig, Lyndon | Trustee Hensle 2014 Dynasty Trust | Jan 2014 (13y) | Less than 5% | |
| Hensle, David, James | Elected Manager; Co Chief Investment Officer | Aug 2015 (11y) | Less than 5% | |
| Wilson, Julie, Lynne | Chief Compliance Officer; Chief Operating Officer | Jul 2024 (2y) | Less than 5% | |
| Narang, Rishi, K | Elected Manager; Co Chief Investment Officer; Ttee Of Rkn Trust May 16, 2022 | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hensle 2014 Dynasty Trust | Member | Jan 2014 | A | 50% – 75% |
| Rkn Trust May 26, 2022 | Member | Aug 2024 | A | 50% – 75% |
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) | 05/05/2026 | 1.2 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
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Goldman Sachs $131M (8% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗