A complete list of active advisors currently associated with Oakview Capital Management, L.P.

Warmer can help you find a great advisor at Oakview Capital Management, L.P. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Oakview Capital Management, L.P., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.