Oasis Capital Partners (Texas) Inc.

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Total assets under management

$12,395,878,460

Total clients

Total advisors

of 57 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Oasis Capital Partners (Texas) Inc. provides discretionary investment management primarily to pooled private funds offered to accredited investors and qualified purchasers. Its investor base includes high‑net‑worth individuals, public and private pension funds, sovereign wealth funds, institutions and other private funds.

The firm combines bottom‑up fundamental and quantitative research with a multifaceted market‑monitoring system and deploys a range of trading and arbitrage strategies, including equity long/short, convertible and capital‑structure arbitrage, volatility, special situations, distressed and merger arbitrage, often using derivatives, futures and options. The Oasis Funds are subject to management and performance‑based fees and the firm operates co‑investment vehicles and side‑letter arrangements that can affect investment allocations among vehicles.

Distinctive features noted in the brochure include an affiliation with a litigation finance/management entity that pursues appraisal‑rights litigation (the firm and an employee hold a majority ownership interest and personnel serve as directors), and related policies to address attendant conflicts of interest. The firm also conducts commodities arbitrage and trading across a broad set of contracts (for example, oil, natural gas, agricultural products and metals), maintains a proprietary trading account that may take positions in opportunities unavailable to the Vehicles, and discloses it and its managers are not registered with the CFTC/NFA.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Liquidity event planning Business exit / sale strategy

Fee options

Performance-based

Performance-based fees generally payable annually based on net realized and unrealized appreciation

Other

Account minimum: $100,000 for certain Co-Investment Vehicles and $5,000,000 for other Oasis Funds (subject to waiver, increase or reduction at discretion)

Main office location

Oasis Capital Partners (Texas) Inc.

100 Congress Ave, Suite 780

Austin TX 78701, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X Website 1-512-225-1025

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