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OAKVIEW CAPITAL MANAGEMENT, L.P.

DALLAS, TX · CRD 144877 · IAPD ↗ · oakviewcm.com · 214-999-1175

$29.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — OAKVIEW CAPITAL MANAGEMENT, L.P. (DALLAS, TX) left the SEC roster (was $29.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
July 2025 — OAKVIEW CAPITAL MANAGEMENT, L.P. reported RAUM down 88% ($250.8M -> $29.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
July 2025 — OAKVIEW CAPITAL MANAGEMENT, L.P. shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.