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OFI STEELPATH, INC.
DALLAS, TX
214-740-6040
SEC #801-77030Total AUM
$11B
Employees
19Clients
53Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2100 MCKINNEY AVENUE, SUITE 1401
DALLAS
TX 75201
United States
DALLAS
TX 75201
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
214-740-6040
Financials
Total AUM
$11B
Accounts
55Discretionary
$10.9B
Accounts
54Non-Discretionary
$27.6M
Accounts
1
Clients
HNW Individual Clients
42AUM
$215.7M
Investment Company Clients
8AUM
$10.4B
Pooled Vehicle Clients
1AUM
$116.6M
Corporation or Business Clients
1AUM
$217M
Other Clients
1AUM
$27.6M
Description of Other Clients
MODEL DELIVERY
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.