Unclaimed Profile

Corey Ryan Henegar

OAKVIEW CAPITAL MANAGEMENT, L.P.·DALLAS, Texas

Clean record15 years registeredOAKVIEW CAPITAL MANAGEMENT, L.P.

3879 MAPLE AVE. SUITE 300, DALLAS, TX 75219CRD# 4443756Firm CRD# 144877

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Corey Ryan Henegar · DALLAS, TX

Registration

CRD #4443756 · OAKVIEW CAPITAL MANAGEMENT, L.P. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OAKVIEW CAPITAL MANAGEMENT, L.P.

OAKVIEW CAPITAL MANAGEMENT, L.P.

Nov 2017 – Dec 2024

DALLAS, TX

OAKVIEW CAPITAL MANAGEMENT, L.P.

Jan 2011 – Apr 2016

DALLAS, TX

Registrations & Exams

Registration record

First registered · January 10, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAKVIEW CAPITAL MANAGEMENT, L.P.

CRD 144877 · SEC 801-100427

AUM

$251M

Regulatory assets under management

Employees

78 client accounts

Services offered by OAKVIEW CAPITAL MANAGEMENT, L.P.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at OAKVIEW CAPITAL MANAGEMENT, L.P. →

Introduction

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Frequently Asked Questions

What services does Corey Ryan Henegar offer?

Corey Ryan Henegar specializes in Investment Management, Wealth Management.

What are Corey Ryan Henegar's credentials?

Corey Ryan Henegar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Corey Ryan Henegar located?

Corey Ryan Henegar is based in DALLAS, Texas, last registered with OAKVIEW CAPITAL MANAGEMENT, L.P..

How does Corey Ryan Henegar charge for services?

Corey Ryan Henegar's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAKVIEW CAPITAL MANAGEMENT, L.P.?

OAKVIEW CAPITAL MANAGEMENT, L.P. has approximately 3 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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