Oakview Capital Management LP

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Assets, Funds, Holdings

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Oakview Capital Management LP
CRD #144877
SEC #801-100427
CIK #0001698006
AUM $29.6 M (2025-07-01)
Employees 1 (100% Investors, 0% Brokers)
Phone214-999-1175
Address3879 Maple Ave Suite 300
Dallas, TX 75219
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4503602701809002011201620212026
Sector Form 13F Holdings Value ($M)
Air Products & Chemicals Inc /DE/ 4.1
Deere & Co 3.9
Ace Ltd 2.4
Hunt J B Transport Services Inc 2.0
Metropcs Communications Inc 1.9
Ball Corp 1.8
Texas Instruments Inc 1.5
Dow Inc 1.5
Carmax Inc 1.4
Corteva Inc 1.2
View All
Holdings by Sector ($M)
70056042028014002015201820212025
Type Form D Funds Date Sold ($M) AUM ($M)
HF Oakview Value Fund LP [2019-03-28] 36.5 23.9
PE Oakview Special Opportunity Fund I LP [2015-06-19] 0.3 0.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 24 29.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 27 29.6
By Discretionary
Discretionary 27 29.6
Non-Discretionary 0 0.0
Total 27 29.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 29.6
Total 27 29.6
Form D Directors # Filings # Firms 2011 - 2025
Patrick Malone 3
Oakview Investments LLC 1
Oakview Value Fund GP LP 1
Oakview Special Opportunity Fund GP I LLC 1
Oakview Capital Management LP 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001698006]
3 [0001698006]
SC 13G [0001698006]
Form 13D/13G Filer Form 13D/13G Subject Filed
Oakview Capital Management LP Epsilon Energy Ltd [2020-02-14]
Form 3/4/5 Subject 2011 - 2025
Epsilon Energy Ltd.
Oakview Capital Management LP
Comparable Firms State AUM ($B)
Quantitative Asset Management LLC
MN 0.2
EFS Asset Management LLC
TX 0.1
Galtere Inc
MN 0.0
Lucas Capital Management LLC
NJ 0.0
Mercury Capital Access LLC
NY 0.0
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