Oakcliff Partners LLC

RIASEC RegisteredEst. 2018
Total AUM
$356M
Discretionary
$356M
100% of AUM
Avg account
$178M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
162325
Registered since
April 27, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oakcliff Partners LLC is an SEC-registered hedge fund organized as a limited liability company and operating since 2018. The firm serves institutional clients and functions as a sponsor/GP and manager of pooled investment vehicles. Its regulatory profile lists CPO/CTA activities and portfolio management for pooled funds, and its compensation combines a percentage-of-assets fee with performance-based fees. Oakcliff does not identify as an active ESG investor and its owner type is listed as an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • John Jamgochian

    Chief Operating OfficerCRD 6924079

  • Jessie Conklin

    Jessie Conklin

    Chief Financial OfficerCRD 7088472

Contacts

1 of 1
  • Bryan Lawrence

    Bryan Lawrence

    Managing MemberCRD 2406653

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth