{"url":"https://nivawealth.com/firms/oasis-capital-partners-texas-171703","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/171703","regulatoryAum":12395878460,"crd":"171703","secFileNumber":"801-80152","legalName":"Oasis Capital Partners (texas) Inc.","displayName":"Oasis Capital Partners (texas)","website":null,"linkedinUrl":"https://www.linkedin.com/company/oasis-management-company-ltd-/","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"100 Congress Ave, Suite 780","city":"Austin","state":"TX","stateName":"Texas","country":"United States","postalCode":"78701"},"tradeNames":[],"registration":{"secApproved":"14 August 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":57,"advisory":26,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":12395878460,"discretionaryAccounts":16,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":94,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":16,"regulatoryAum":12395878460}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Oasis Capital Partners (texas) has custody of $12.37B for 15 clients.","otherCustodians":[],"leadership":[{"name":"Seth Fischer","title":"Director, President","crd":"2717251"},{"name":"Sherif Elmazi","title":"Chief Financial Officer, Co-Chief Operating Officer","crd":"7138258"},{"name":"Phillip Meyer","title":"Director, Chief Compliance Officer, General Counsel, Co-Chief Operating Officer","crd":"6355728"},{"name":"Nasrine Ghozali","title":"Chief Risk Officer","crd":"6623453"}],"ownership":[{"label":"Oasis Management Company LTD.","detail":"Shareholder in the 75% or more ownership band and a control person, since April 2013."},{"label":"Oasis Management Holdings LTD.","detail":"Indirect owner: a shareholder of Oasis Management Company LTD. in the 75% or more band and a control person, since January 2002.","parent":"Oasis Management Company LTD."},{"label":"Seth Fischer","detail":"Indirect owner: a shareholder of Oasis Management Holdings LTD. in the 50% to 75% band and a control person, since August 2002.","parent":"Oasis Management Holdings LTD."},{"label":"The Vineyard View I Star Trust","detail":"Indirect owner: a shareholder of Oasis Management Holdings LTD. in the 25% to 50% band and a control person, since July 2022.","parent":"Oasis Management Holdings LTD."},{"label":"Intertrust Trustees II (cayman) Limited","detail":"Indirect owner: trustee, the vineyard view i star trust of The Vineyard View I Star Trust and a control person, since July 2022.","parent":"The Vineyard View I Star Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"100 Congress Ave, Suite 780","city":"Austin","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"15122251025","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":10},"sources":{"adv1FilingDate":"28 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/171703/PDF/171703.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Oasis Capital Partners (texas) have?","answer":"Oasis Capital Partners (texas) has 16 clients and manages $12.4 billion for them, as of August 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oasis Capital Partners (texas) offer?","answer":"Oasis Capital Partners (texas) provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Oasis Capital Partners (texas) have?","answer":"Oasis Capital Partners (texas) has 0 investment adviser representatives registered with state securities authorities, out of 57 employees, and 26 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oasis Capital Partners (texas)?","answer":"Oasis Capital Partners (texas) is owned through a chain of holding companies by Seth Fischer. Its direct owner is Oasis Management Company LTD. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oasis Capital Partners (texas) get paid?","answer":"Oasis Capital Partners (texas) is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}