Oasis Investment Strategies LLC
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Overview
Oasis Investment Strategies LLC operates as a financial advisor firm headquartered in Chicago, Illinois. It administers $7.4 billion in total assets throughout eight customer accounts, placing it among the largest firms in the nation by assets under management (AUM). The firm has a small team, including 8 financial advisors. Oasis Investment Strategies LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, options and equities.
Oasis Investment Strategies LLC oversees all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by an investment advisor without needing the client's consent. The investment advisory firm supervises an average of $924.0 million for each account. The average financial advisor at Oasis Investment Strategies LLC administers about one client account, placing it among the most individualized financial advisor firms in the country.
Oasis Investment Strategies LLC's headquarters is located at 222 S. Riverside Plaza, Chicago, Illinois 60606. It is legally permitted to provide services to investors across 2 states, including Illinois and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oasis Investment Strategies LLC by the Numbers
$7.4 billion
15
8
$924.0 million
Fee Structure
Fees charged by financial advisors typically depend on which services are offered. However, fees charged by the firm can be comprised of any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles and corporations. Out of its eight customers, Oasis Investment Strategies LLC's largest client type is corporations. None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Oasis Investment Strategies LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Oasis Investment Strategies LLC
Chicago, IL
Chicago, IL
Chicago, IL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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