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).
Total Assets Under Management151MILLION
Total Number of Accounts121ACCOUNTS
Average Account Value$1,244,021
- A percentage of assets under your management
- 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
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.