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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

OAKVIEW CAPITAL MANAGEMENT, L.P.

CRD 144877

DALLAS, TX

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Search this name across graphsid dfx:ria:a234a4e1-1c7a-073d-7758-65e3a2ebd8f7

Data as of Oct 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 1
Observed: Jun 19, 2015 to Oct 24, 2025
22 observations

Across DFX

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

Private Equityidentity

Oakview Capital Management, L.P.

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $29.6MItem 5.F on the latest filing (2025-10-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $29.6M
Private client RAUM: $29.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $29.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 27
High net worth clients: 24
Custody, client assets: $0
SEC number: 801-100427
CRD: 144877
Filings on the tape: 22
First filed: Jun 19, 2015
Latest filed: Oct 24, 2025
Organised: Limited Partnership, TX
Website: oakviewcm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES PATRICK MALONE	n/a	DALLAS, TX	0	21	3	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OAKVIEW VALUE FUND, LP	Hedge Fund	$23.9M	Mar 25, 2022	15	Mar 28, 2019	dropped	021-304324
OAKVIEW SPECIAL OPPORTUNITY FUND I, LP	Private Equity Fund	$0	Aug 9, 2016	10	Jun 19, 2015	dropped	021-221354

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HENEGAR, COREY, RYAN	Member	D	yes	05/2010	Jun 19, 2015	Jun 4, 2024
HENEGAR, COREY, RYAN	LIMITED PARTNER	C	yes	05/2010	Jun 19, 2015	Jun 4, 2024
MALONE, JAMES, PATRICK	Member	D	yes	10/2007	Jun 19, 2015	Jun 4, 2024
MALONE, JAMES, PATRICK	LIMITED PARTNER, CHIEF COMPLIANCE OFFICER	C	yes	10/2007	Jun 19, 2015	Jun 4, 2024
OAKVIEW INVESTMENTS, LLC	GENERAL PARTNER	Na	yes	10/2007	Jun 19, 2015	Jun 4, 2024
SINGHANIA, JAI, KRISHNA	LIMITED PARTNER	A	no	08/2014	Apr 6, 2017	Jun 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OAKVIEW VALUE FUND GP, LP	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 28, 2024	$251M	$251M	3	3	0	n/a	n/a
2022	Mar 31, 2023	$248M	$248M	4	4	0	n/a	n/a
2021	Mar 25, 2022	$348M	$348M	4	4	0	1	$23.9M
2020	Mar 26, 2021	$279M	$279M	5	4	0	1	$19.0M
2019	Mar 20, 2020	$332M	$332M	4	4	0	1	$24.9M
2018	Mar 28, 2019	$356M	$356M	5	3	0	1	$27.5M
2017	Mar 29, 2018	$421M	$390M	6	4	0	n/a	n/a
2016	Mar 31, 2017	$281M	$254M	6	4	n/a	n/a	n/a
2015	Mar 24, 2016	$151M	$125M	5	3	n/a	1	$0

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$29.6M	$248M	-88.1%	$279M	-52.7%	1	4	0	0

Relationships

Registered with (6)

← JAMES PATRICK MALONEAdvisorregistration: previous registration
Nov 23, 2017 to Dec 31, 2025factForm ADV
← Jeffrey Stephenson SearsAdvisorregistration: previous registration
Jun 30, 2016 to Nov 9, 2018factForm ADV
← ROBERTO SANCHEZAdvisorregistration: previous registration
May 26, 2009 to Jan 11, 2013factForm ADV
← Colin James BoddickerAdvisorregistration: previous registration
May 6, 2009 to Nov 1, 2011factForm ADV
← Mark Paul CollinsworthAdvisorregistration: previous registration
Feb 16, 2011 to May 2, 2011factForm ADV
← ROBERT ANDREW AIKEYAdvisorregistration: previous registration
Sep 14, 2009 to Dec 31, 2009factForm ADV

Owns (1)

← SINGHANIA, JAI, KRISHNAOwnerLIMITED PARTNER, ownership code A, individual
Apr 6, 2017 to Jun 4, 2024factForm ADV

Controls (3)

← HENEGAR, COREY, RYANOwnerMEMBER, ownership code D, individual
Jun 19, 2015 to Jun 4, 2024factForm ADV
← MALONE, JAMES, PATRICKOwnerMEMBER, ownership code D, individual
Jun 19, 2015 to Jun 4, 2024factForm ADV
← OAKVIEW INVESTMENTS, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jun 19, 2015 to Jun 4, 2024factForm ADV

Advises (2)

→ OAKVIEW VALUE FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 28, 2019 to Mar 25, 2022factForm ADV
→ OAKVIEW SPECIAL OPPORTUNITY FUND I, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Jun 19, 2015 to Aug 9, 2016factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 12, 2025
Regulatory AUM changed
Oakview Capital Management, L.P. reported RAUM $29.6M, down 88% from $250.8M (2024-06-04 to 2025-06-12)
Form ADVobserved 4 days ago
$-221M
Occurred
Mar 28, 2024
Control person left
Garrett Jeffrey Fahrenbruch (Principal) no longer on Schedule A of Oakview Capital Management, L.P. (listed 2023-03-31, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
Oakview Capital Management, L.P. reported RAUM $248.1M, down 29% from $348.3M (2022-03-25 to 2023-03-31)
Form ADVobserved 4 days ago
$-100M
Occurred
Mar 20, 2020
Control person joined
Garrett Jeffrey Fahrenbruch (Principal) appeared on Schedule A of Oakview Capital Management, L.P.
Form ADVobserved 4 days ago
Occurred
Jun 19, 2015
First Form ADV filing
Oakview Capital Management, L.P. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 2, 2026
Oakview Capital Management, L.P. no longer on the SEC adviser roster (last listed 2026-02-02, RAUM $29.6M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a234a4e1-1c7a-073d-7758-65e3a2ebd8f7
First observed: Jun 19, 2015
Last observed: Oct 24, 2025 11 months ago
Source families: Federal regulator filings
3 registered feeds 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.

OAKVIEW CAPITAL MANAGEMENT, L.P.

CRD 144877

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:a234a4e1-1c7a-073d-7758-65e3a2ebd8f7

Data as of Oct 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES PATRICK MALONE

n/a

DALLAS, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OAKVIEW VALUE FUND, LP

Hedge Fund

$23.9M

Mar 25, 2022

Mar 28, 2019

dropped

021-304324

OAKVIEW SPECIAL OPPORTUNITY FUND I, LP

Private Equity Fund

Aug 9, 2016

Jun 19, 2015

dropped

021-221354

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HENEGAR, COREY, RYAN

Member

yes

05/2010

Jun 19, 2015

Jun 4, 2024

HENEGAR, COREY, RYAN

LIMITED PARTNER

yes

05/2010

Jun 19, 2015

Jun 4, 2024

MALONE, JAMES, PATRICK

Member

yes

10/2007

Jun 19, 2015

Jun 4, 2024

MALONE, JAMES, PATRICK

LIMITED PARTNER, CHIEF COMPLIANCE OFFICER

yes

10/2007

Jun 19, 2015

Jun 4, 2024

OAKVIEW INVESTMENTS, LLC

GENERAL PARTNER

yes

10/2007

Jun 19, 2015

Jun 4, 2024

SINGHANIA, JAI, KRISHNA

LIMITED PARTNER

08/2014

Apr 6, 2017

Jun 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OAKVIEW VALUE FUND GP, LP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$251M

n/a

2022

Mar 31, 2023

$248M

n/a

2021

Mar 25, 2022

$348M

$23.9M

2020

Mar 26, 2021

$279M

$19.0M

2019

Mar 20, 2020

$332M

$24.9M

2018

Mar 28, 2019

$356M

$27.5M

2017

Mar 29, 2018

$421M

$390M

n/a

2016

Mar 31, 2017

$281M

$254M

n/a

2015

Mar 24, 2016

$151M

$125M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$29.6M

$248M

-88.1%

$279M

-52.7%