OAKVIEW CAPITAL MANAGEMENT, L.P.

Overview

Oakview Capital Management, L.P. is a limited partnership that provides portfolio management for individuals and small businesses. The firm emphasizes equity-oriented portfolios, using exchange-traded equities as its primary investment vehicle and charging fees based on a percentage of assets under management. Registered with the SEC in 2015, Oakview runs discretionary accounts and maintains a custody relationship with Charles Schwab & Co., Inc. Filings indicate the firm is not positioned as an active ESG investor and focuses on direct equity exposure rather than broad multi-asset mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices