$32.4M Total AUM
$32.4M Disc. AUM
-50.5% 3Y CAGR
1 Employees
21 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2008
- Office Locations
- 1
Office Locations
3879 Maple Ave. Suite 300 Dallas TX
About Oakview Capital Management, L.p.
Oakview Capital Management, L.p. is a Dallas-based RIA. The firm has been operating for 18 years. Managing $32.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$32.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Wave frontier Peak wave Element
Client Personas
Insight
Investment Themes
Catalyst
Investment Vehicles
Bridge
Services
Pioneer Meridian
Owner & Executives
JAMES PATRICK MALONE
Chief Compliance Officer, Limited Partner
- CRD
- #5071627
- Ownership
- 75% or more
(334) 892-7931
element.momentum@optimacapital.com
in linkedin.com/in/legacy-value
JAI KRISHNA SINGHANIA
Co-Portfolio Manager, Limited Partner
- CRD
- #4371684
- Ownership
- 5% but less than 10%
(542) 455-6614
peak.horizon@crestcapital.com
in linkedin.com/in/timber-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,427,033 | $1,097,131 |
| Non-Discretionary | $0 | -- |
| Total | $32,427,033 | $1,097,131 |
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Separately Managed Accounts
Total SMA Asset: $32,427,033
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,889,824,053 | 100.0% |
| Total | $8,889,824,053 | 100.0% |
13F Holdings | Q3 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX FUSION MATRIX | VERTEX FRONTIER | XC7O8BN3K | SXR | 5.13% | $110,588,087 |
| VALUE BEACON EMBER | CREST TIMBER | QEYSWCZWR | YCUH | 12.59% | $62,697,865 |
| PIONEER OAK | SUMMIT TIMBER | U9USJ5HO5 | OJV | 4.34% | $115,506,102 |
| RADIAL MERIDIAN | PIONEER VALUE | M57OPHTSW | LKQA | 10.50% | $8,612,448 |
| VITAL INSIGHT BRIDGE | ATLAS ATLAS | 0MYTROPIG | DFITA | 10.11% | $97,810,882 |
| ALPHA ZENITH | WAVE OAK | GU12XEN7L | XWZDK | 5.00% | $90,219,529 |
| MATRIX CAPITAL FRONTIER | MATRIX SIGNAL | T5RIAES9M | FYFTU | 9.18% | $16,943,235 |
| UNISON VALUE | FUSION VALUE | 4J55AIG49 | WEAV | 4.11% | $62,290,328 |