OEW INVESTMENT ADVISORS LP

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

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

FINTRX

Overview

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 adviser and acts as sponsor, general partner, and managing member of pooled investment vehicles. Its advisory activities are focused on portfolio management for pooled investment vehicles and for businesses or institutional clients. OEW charges a combination of asset-based management fees and performance-based fees. The firm does not self-identify as an active ESG investor and is not reported as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • THOMAS HARRIS

    CRD 4379807

  • BRYAN SWEENEY

    Investment Adviser RepresentativeCRD 4433473

Wealth teams

FINTRX

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth