Oakview Capital Management, L.P.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,427,033
Clients
21
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$1,544,144
About
Oakview Capital Management, L.P. provides discretionary investment management and mutual fund selection primarily to high‑net‑worth individuals through separately managed accounts. The firm reports approximately $32.4 million in discretionary assets under management across 21 clients and generally maintains a $1,000,000 account minimum, with exceptions at the firm’s discretion.
The firm’s investment process relies on fundamental security analysis and may include concentrated, special‑situation investments, foreign securities, and high‑yield instruments; it also may hold a substantial cash position while seeking investment opportunities. Oakview conducts ongoing monitoring with formal reviews at least quarterly and, for some clients, accepts performance‑based (incentive) fee arrangements in addition to asset‑based fees.
Compared with many peers, Oakview is notable for its exclusive focus on high‑net‑worth clients (it does not serve individual non‑HNW clients) and for offering performance‑based compensation to certain accounts. The brochure also discloses practices that can affect client returns—such as charging advisory fees on full portfolio assets even when significant cash balances are held and an intentionally focused (non‑diversified) investment approach that can increase portfolio volatility.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,500,000: 1.50% $1,500,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: 0.80%
Performance-based fees accepted for certain clients as described in Item 6.
Account minimum: $1,000,000
Main office location
Oakview Capital Management, L.P.
3879 Maple Ave. Ste 300
Dallas TX 75219, United States
Number of offices
1
Most active in
Oakview Capital Management, L.P. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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