Oasis Capital Management LLC is an adviser based in Park City. It manages $51.91 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, New York, and Utah.
Oasis Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oasis Capital Management LLC is $51.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oasis Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Carl Stephens has been acting as President since 1 Oct 2003. Michael Burke Stephens joined the executive team most recently as the Member.
The principal office where Oasis Capital Management LLC performs its advisory services is located at 3030 Snow Cloud Circle, Park City, UT 84060 The mailing address of the firm is P.O. Box 682350, Park City, UT 84068. An additional office of the firm is in Brooklyn, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 435-604-0494 or by fax 435-649-3796. The normal business hours are various on Other. You can find more information about the New York firm at www.oasiscapitalmanagement.com.