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OLDENBURG INVESTMENT PROFESSIONALS LLC

Advisory

ST THOMAS, VI

Data as of Jun 11, 2025 · Source: SEC Form ADV

Rank in VI

#18

of 20 advisers by AUM

Average account

$87K

across 52 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VI

Closest by assets under management. All figures from Form ADV.

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TAG VIRGIN ISLANDS, INC.

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$9M

-96.5% 1Y

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