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

Overview

Oasis Capital Partners (Texas) Inc. is a Texas-headquartered corporation that operates as a hedge fund manager focused on institutional clients. The adviser, SEC-registered since 2014, primarily provides portfolio management for pooled investment vehicles and acts in sponsor and management roles for those vehicles (CPO/CTA, general partner, managing member). Ownership is recorded as a combination of an individual and a foreign entity. The firm charges a mix of fees that include a percentage of assets under management and performance-based fees, alongside other fee arrangements. Oasis is not positioned as an ESG-active manager and is not registered as a multi-state adviser.

Assets & Accounts

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

    Seth Fischer

    Chief Investment OfficerCRD 2717251

  • Phillip Meyer

    Phillip Meyer

    Chief Compliance OfficerCRD 6355728

  • Sherif Elmazi

    Sherif Elmazi

    Chief Financial Officer & Co-Chief Operating OfficerCRD 7138258

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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

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