OASIS CAPITAL PARTNERS (TEXAS) INC.

RIASEC RegisteredEst. 2014
Total AUM
$12.4B
Discretionary
$12.4B
100% of AUM
Avg account
$775M
Accounts
16
Employees
57
Advisory reps
4

Firm details

Headquarters
AUSTIN, Texas
CRD number
171703
Registered since
August 14, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Assets & Accounts

Oasis Capital Partners (Texas) Inc. reports $12.4B in total assets under management, all of which are discretionary. The adviser works with 16 institutional clients/accounts, producing an average client and account size of about $774.7M. Fee arrangements include a percentage-of-AUM component alongside performance-based fees and other fee structures consistent with hedge-fund-style management.

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 4
  • SETH FISCHER

    Chief Investment OfficerCRD 2717251

  • SHERIF ELMAZI

    Chief Financial Officer & Co-Chief Operating OfficerCRD 7138258

  • Nasrine Ghozali

    Chief Risk OfficerCRD 6623453

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Wealth teams

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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

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
100 Congress Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth