Oasis Capital Partners (Texas) Inc. is a large advisory firm based in Austin. It manages $1.63 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.
Oasis Capital Partners (Texas) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oasis Capital Partners (Texas) Inc. is $1.63 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 476% since the beginning of its operation, and $1.63 billion of the total AUM is attributable to clients outside of the United States.
The only and largest group of clients of Oasis Capital Partners (Texas) is pooled investment vehicles with 7 clients and $1.63 billion of assets under management. Among the 5 most similar advisory firms, Oasis Capital Partners (Texas) has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.63 billion for 7 clients. 100% of the firm’s clients are foreign persons or businesses.
Oasis Capital Partners (Texas) also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Oasis Capital Partners (Texas) Inc. performs its advisory services is located at 300 W. 6 Th Street, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-512-225-1025 or by fax 1-512-225-1026. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at oasiscm.com.