Oasis Capital Partners (Texas) Inc. (Austin)

Name: Oasis Capital Partners (Texas) Inc.
Address: 300 W. 6 Th Street, Austin, TX, 78701
Telephone: 1-512-225-1025

Oasis Capital Partners (Texas) Inc. is a large advisory firm based in Austin. It manages $1.63 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.

Oasis Capital Partners (Texas) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oasis Capital Partners (Texas): assets under management

The assets under management (AUM) of Oasis Capital Partners (Texas) Inc. is $1.63 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 476% since the beginning of its operation, and $1.63 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.63 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.69 million each.

Oasis Capital Partners (Texas) has custody of $1.63 billion in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

What kind of clients Oasis Capital Partners (Texas) serves?

The only and largest group of clients of Oasis Capital Partners (Texas) is pooled investment vehicles with 7 clients and $1.63 billion of assets under management. Among the 5 most similar advisory firms, Oasis Capital Partners (Texas) has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.63 billion for 7 clients. 100% of the firm’s clients are foreign persons or businesses.

Oasis Capital Partners (Texas) also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Oasis Capital Partners (Texas) Inc.

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Seth Hillel Fischer	Director, president	1 Jan 2012	Other	2717251
Phillip Michael Meyer	Director, chief compliance officer, general counsel, chief operating officer	1 Jan 2012	Other	6355728
Seth Hillel Fischer	Director, president	1 Apr 2013	Other	2717251
Phillip Michael Meyer	Director, chief compliance officer, general counsel, chief operating officer	1 Apr 2013	Other	6355728
Oasis Management Company Ltd.	Member, registrant	1 Apr 2013	75% - 100%	75-3025599

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Oasis Management Holdings Ltd.	Shareholder - non - voting shares	1 Jan 2002	75% - 100%	57-1137772
Seth Hillel Fischer	Shareholder	1 Aug 2002	50% - 75%	2717251
Sf Family Trust	Shareholder	1 Mar 2006	25% - 50%	13-7499582
Intertrust Trustees (Cayman) Limited	Trustee, sf family trust	1 Mar 2006	75% - 100%	98-0238736
Seth Hillel Fischer	Director, shareholder-voting shares	1 Jul 2011	Other	2717251

Based in Austin

The principal office where Oasis Capital Partners (Texas) Inc. performs its advisory services is located at 300 W. 6 Th Street, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-512-225-1025 or by fax 1-512-225-1026. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at oasiscm.com.