Unclaimed Profile

James Patrick Malone

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

Series 7, Series 63, Series 65Clean record20 years registeredOAKVIEW CAPITAL MANAGEMENT, L.P.

3879 MAPLE AVE. SUITE 300, DALLAS, TX 75219CRD# 5071627Firm CRD# 144877

Profile Verification

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

Identity

James Patrick Malone · DALLAS, TX

Registration

CRD #5071627 · OAKVIEW CAPITAL MANAGEMENT, L.P. · 20 years registered

Brand Profile

Not yet started

Career History

OAKVIEW CAPITAL MANAGEMENT, L.P.

Jan 2026 – present

OAKVIEW CAPITAL MANAGEMENT, L.P.

Nov 2017 – Dec 2025

DALLAS, TX

OAKVIEW CAPITAL MANAGEMENT, L.P.

Jan 2008 – Apr 2016

DALLAS, TX

TITLEIST ASSET MANAGEMENT, LTD.

Jan 2006 – Jun 2008

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 12, 2006

Years registered · 20

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 James Patrick Malone offer?

James Patrick Malone specializes in Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are James Patrick Malone's credentials?

James Patrick Malone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Patrick Malone located?

James Patrick Malone is based in DALLAS, Texas, working with OAKVIEW CAPITAL MANAGEMENT, L.P.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does James Patrick Malone charge for services?

James Patrick Malone'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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