Oakview Capital Management, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
3879 Maple Ave. Ste 300
Dallas TX 75219
Advisors at this office
1
Most active in
Texas
Also doing business as
Malone Fairmount Partners, L.P. · Oakview Capital Management, L.P.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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