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OAKVIEW CAPITAL MANAGEMENT, L.P.
3879 Maple Ave. Suite 300
Dallas, Texas 75219
Tel: 214-999-1175
About OAKVIEW CAPITAL MANAGEMENT, L.P.
OAKVIEW CAPITAL MANAGEMENT, LP, formally registered with the SEC as OAKVIEW CAPITAL MANAGEMENT, LP. The firm was established in 07/01/2015. They have over 1 offices throughout the country.
OAKVIEW CAPITAL MANAGEMENT, L.P. is a Dallas, Texas based Financial Planning firm with nearly $250,800,842 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144877 |
| SEC# | 801-100427 |
| Assets Managed by Firm | $250,800,842 |
| No. of Clients | 78 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (PROVIDING RECOMMENDATIONS TO OTHER ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 78 | $250,800,842 |
| High net worth individuals | 71 | $133,995,446 |
| Pension and profit sharing plans | 1 | $516,722 |
| Charitable organizations | 2 | $107,662,352 |
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