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OASIS INVESTMENT STRATEGIES LLC

222 S. Riverside Plaza
Suite 1200
Chicago, Illinois 60606
Tel: 312-373-5366

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About OASIS INVESTMENT STRATEGIES LLC

OASIS INVESTMENT STRATEGIES LLC, formally registered with the SEC as OASIS INVESTMENT STRATEGIES LLC. The firm was established in 05/07/2010. They have over 1 offices throughout the country.

OASIS INVESTMENT STRATEGIES LLC is a Chicago, Illinois based Financial Planning firm with nearly $5,328,786,790 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#152957
SEC#801-71417
Assets Managed by Firm$5,328,786,790
No. of Clients6
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total6$5,328,786,790
Corporations or other businesses4$5,279,670,795

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