AdvisorOS Directory
Claim Profile
JM

James Patrick Malone

OAKVIEW CAPITAL MANAGEMENT, L.P.·DALLAS, Texas
Unclaimed Profile
3879 MAPLE AVE. SUITE 300, DALLAS, TX 75219CRD# 5071627Firm CRD# 144877
01

About

James Patrick Malone is a registered financial advisor based in DALLAS, Texas, affiliated with OAKVIEW CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OAKVIEW CAPITAL MANAGEMENT, L.P.
OAKVIEW CAPITAL MANAGEMENT, L.P.
AUM
$251M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OAKVIEW CAPITAL MANAGEMENT, L.P. →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5071627
Firm CRD# 144877
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at OAKVIEW CAPITAL MANAGEMENT, L.P.

Corey Ryan Henegar
DALLAS, TX
Jeffrey Garrett Fahrenbruch
DALLAS, TX

More Advisors in DALLAS, Texas

Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX
Jeffrey James Groves
INTEGRATED ADVISORS NETWORK LLC·DALLAS, TX
John Armstrong Henry (iii)
TRIGATE MANAGEMENT LLC·DALLAS, TX
Mitchell Ralph Julis
CANYON CLO ADVISORS LP·DALLAS, TX
Salvatore Julio Olimpio
OLIMPIO NEU & ASSOCIATES, INC.·DALLAS, TX
Beth Cari Friedman
CANYON CLO ADVISORS LP·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile