Oasis Investment Strategies provides investment advisory services, specializing in short-term fixed income management and treasury services. Oasis primarily serves futures commission merchants, commodity pool operators, registered investment companies, private funds, and other institutional alternative asset entities. Oasis assists clients with managing short duration portfolios and liquidity demands.
Assets Under Management$5.5B
Clients4
AdvisorsN/A
Avg. per Client$1.4B
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500.0M | 0.20% |
| $500.0M - $1000.0M | 0.15% |
| $1000M+ | 0.10% |
Management fees are negotiable depending upon various factors, including account size, investment strategy being used, responsibilities involved, relationship to Oasis, and composition of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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