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RIA / WealthAdvisor21 years in industry

JAMES PATRICK MALONE

Advisor at OAKVIEW CAPITAL MANAGEMENT, L.P.

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c042762-5f10-ea75-5601-35722c79f2a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Jan 12, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

James Patrick Malone

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OAKVIEW CAPITAL MANAGEMENT, L.P.
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 19, 2005
First registration: Jan 12, 2006
Dual registered: no
Other names: PATRICK MALONE
IAPD individual key: 5071627

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OAKVIEW CAPITAL MANAGEMENT, L.P.	Former SEC adviser	Jan 15, 2026	n/a	yes	DALLAS, TX	Current employment
OAKVIEW CAPITAL MANAGEMENT, L.P.	Former SEC adviser	Nov 23, 2017	Dec 31, 2025	no	DALLAS, TX	Previous registration
OAKVIEW CAPITAL MANAGEMENT, L.P.	Former SEC adviser	Jan 1, 2008	Apr 29, 2016	no	DALLAS, TX\|DALLAS, TX	Previous registration
TITLEIST CAPITAL, LLC	Former SEC adviser	Jan 12, 2006	Jun 20, 2008	no	AUSTIN, TX\|AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TITLEIST CAPITAL, LLC	OAKVIEW CAPITAL MANAGEMENT, L.P.	Jun 20, 2008	Jan 1, 2008	-171	Firm change after gap	Other

Relationships

Registered with (2)

→ OAKVIEW CAPITAL MANAGEMENT, L.P.Registered adviserregistration: previous registration
Nov 23, 2017 to Dec 31, 2025factForm ADV
→ TITLEIST CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 12, 2006 to Jun 20, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c042762-5f10-ea75-5601-35722c79f2a4
First observed: Jan 12, 2006
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES PATRICK MALONE

Advisor at OAKVIEW CAPITAL MANAGEMENT, L.P.

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c042762-5f10-ea75-5601-35722c79f2a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

OAKVIEW CAPITAL MANAGEMENT, L.P.

Former SEC adviser

Jan 15, 2026

n/a

yes

DALLAS, TX

Current employment

OAKVIEW CAPITAL MANAGEMENT, L.P.

Former SEC adviser

Nov 23, 2017

Dec 31, 2025

DALLAS, TX

Previous registration

OAKVIEW CAPITAL MANAGEMENT, L.P.

Former SEC adviser

Jan 1, 2008

Apr 29, 2016

DALLAS, TX|DALLAS, TX

Previous registration

TITLEIST CAPITAL, LLC

Former SEC adviser

Jan 12, 2006

Jun 20, 2008

AUSTIN, TX|AUSTIN, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TITLEIST CAPITAL, LLC

OAKVIEW CAPITAL MANAGEMENT, L.P.

Jun 20, 2008

Jan 1, 2008

-171

Firm change after gap

Other