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OASIS CAPITAL PARTNERS US

Business and Investment Profile

The OASIS CAPITAL PARTNERS US is a privately held investment adviser that advises $285.4mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. OASIS CAPITAL PARTNERS US is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 1.41 years and is comprised of 2 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 136 S 4TH STREET, FOREST, IOWA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 32 employees comprised of 24 investment and 8 non-investment staff. The total number of Employees increased by 10.34% over the last 1-years.

Asset Profile

Their $285.4mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 64 other accounts. Assets of Individuals clients own $265.03mn or 92.86% of Total Assets and Investment Companies (IC) own $7.71mn or 2.7% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are Individuals and Investment Companies (IC).

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

OASIS CAPITAL PARTNERS US names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: OASIS CAPITAL PARTNERS US

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Keywords: Oasis Capital Partners US, Alphabit Investments, Oasis Advisors, Alphabit, Oasis
Generated 2026-09-12T06:51:32.6657546.  © 2026 Convergence.