OEW Investment Advisors LP
Firm details
- Headquarters
- West Lake Hills, Texas
- CRD number
- 338375
- Registered since
- November 17, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
OEW Investment Advisors LP is organized as a limited partnership and is registered with the SEC in 2025. The firm is classified as a hedge fund and serves as sponsor, general partner, and managing member of pooled investment vehicles. Its advisory activity is focused on portfolio management for pooled investment vehicles and for businesses or institutional clients. Ownership is listed as a combination of a domestic entity and an individual. OEW charges both a percentage-of-AUM management fee and performance-based fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Thomas Harris
Founder, CEO and CIOCRD 4379807
Contacts
1 of 1Bryan Sweeney
Investment Adviser RepresentativeCRD 4433473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Lake Hills, TX
Travis
Location
West Lake Hills, TX
Headquartered in West Lake Hills, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 108 Wild Basin Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Swbc Investment Advisory Services LLC
RIAWest Lake Hills, TX
Avondale Wealth Management LLC
RIAWest Lake Hills, TX
Guzman Wealth Management
RIAWest Lake Hills, TX
HUB Investment Partners, LLC
RIAWest Lake Hills, TX
Eltekon Advisors, LLC
RIAWest Lake Hills, TX
Pabrai Investment Funds
RIAWest Lake Hills, TX