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3879 Maple Ave. Ste 300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakview Capital Management, L.P. | Dallas | TX | 11/2007 | Present |
Oakview Investments, LLC; Investment-realted; 3879 Maple Avenue, Suite 300 Dallas, TX 75219; Holding Company owned fully by James Patrick Malone that maintains some ownership of the RIA Oakview Capital Management, L.P. ; Owner; October 2007; 0 hours per month; Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2005-04-19 |
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