Oakview Capital Management, LP

Oakview Capital Management, LP (CRD# 144877) is a financial advisory firm headquartered in Dallas, TX. They manage $150,526,482 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Oakview Capital Management, LP
Showing 1 - 1 of 1 top financial advisors.
Jeffrey S. Sears
CRD#: 6667392
3879 Maple Ave. Suite 300, Dallas, TX 75219

Jeffrey Sears (CRD# 6667392) is an Investment Advisor Representative working at Oakview Capital Management, LP in Dallas, TX and has 1 year of experience in the finance industry.

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