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Oakline Advisors LLC
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CRD # | 168995 |
SEC # | 801-80540 |
CIK # | |
AUM | $104.3 MM (2023-03-30) |
Employees | 6 (83% Investors, 0% Brokers) |
Phone | 214-655-1600 |
Address | 5301 Alpha Road Dallas, TX 75240 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 104.3 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1 | 104.3 |
By Discretionary | ||
Discretionary | 1 | 104.3 |
Non-Discretionary | 0 | 0.0 |
Total | 1 | 104.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 104.3 | |
Total | 1 | 104.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Donald Smith LP
✚
|
NY | 0.1 |
IBN Asset Management LLC
✚
|
CA | 0.1 |
Summit View Capital Advisors LLC
✚
|
CO | 0.1 |
Goshen Rock Capital LLC
✚
|
PA | 0.1 |
Build Asset Management LLC
✚
|
MO | 0.1 |
QUBE Capital Solutions LLC
✚
|
MA | 0.1 |
Frugal Financial Retirement Plan Services LLC
✚
|
FL | 0.1 |
Alquity Investment Management Ltd
✚
|
0.1 | |
Muzinich BDC Adviser LLC
✚
|
NY | 0.1 |
SG Trading Solutions LLC
✚
|
UT | 0.1 |