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 limited liability company formed in 2018 that operates as a hedge fund manager focused on institutional clients. The firm functions as a sponsor, general partner and managing member of pooled investment vehicles and is registered in roles consistent with CPO/CTA activity. Its advisory work centers on portfolio management for pooled funds rather than on direct retail advisory relationships. Compensation mixes a percentage-of-AUM fee with performance-based fees. Oakcliff does not identify as an active ESG investor and is organized under individual ownership.

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

    Chief Financial OfficerCRD 7088472

Contacts

1 of 1
  • BRYAN LAWRENCE

    Managing MemberCRD 2406653

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

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