Oakcliff Partners LLC
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Overview
Oakcliff Partners LLC operates as a financial advisor firm that has its headquarters in New York, New York. The company manages $201.0 million in assets under management across one client account, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 2 financial advisors. Oakcliff Partners LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like stocks, bonds and options.
Oakcliff Partners LLC administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell choices for the client's account without requiring client approval. The investment advisory firm oversees an average of $201.0 million for every client account. The average advisor at Oakcliff Partners LLC oversees fewer than one client account, placing it among the most individualized firms in the country.
Oakcliff Partners LLC's central office is located at 410 Park Avenue, Suite 530, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oakcliff Partners LLC by the Numbers
$201.0 million
3
1
$201.0 million
Fee Structure
Fees charged by financial advisors depend on the services provided. Fee types billed by the firm likely consist of some combination of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
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 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Oakcliff Partners LLC's largest client type by number of accounts is pooled investment vehicles. None of the company's 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
Oakcliff Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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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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