OAKCLIFF PARTNERS LLC other names

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Adviser Profile

As of Date:

03/25/2024

Adviser Type:

- Large advisory firm

Number of Employees:

3

of those in investment advisory functions:

2

Registration:

SEC, Approved, 4/27/2018

Other registrations (1)
AUM:

261,178,797 29.92%

of that, discretionary:

261,178,797 29.92%

GAV:

261,178,797 29.92%

Avg Account Size:

261,178,797 29.92%

SMA’s:

NO

Private Funds:

1

Contact Info

646 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
286M 245M 204M 164M 123M 82M 41M
2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $261,178,797

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Private Funds



Employees




Brochure Summary

Overview

Oakcliff Partners LLC (hereinafter “Oakcliff Partners”) was founded in August 2004 by principal owner, Bryan R. Lawrence, and is a registered investment adviser. Oakcliff Partners is a Delaware Limited Liability Company engaged in the business of providing investment advisory services to its clients. Oakcliff Partners provides investment management to a single private fund, Oakcliff Capital Partners, LP (the “Fund”), which only accepts accredited investors as defined in the Securities Act of 1933. The General Partner of the Fund, Oakcliff Capital Management LLC (the “General Partner”), is owned by affiliates of the Adviser and is a registered investment adviser as a relying adviser of Oakcliff Partners (together, the “Adviser” or “we”). Conflicts of interest arising out of the Adviser’s or its associated person’s activities are disclosed in this brochure. Oakcliff Partners acts as investment adviser to the Fund, which seeks to invest in a concentrated portfolio of publicly-traded securities selected with the goal of maximizing returns while attempting to minimize the chance of permanent loss of capital. The Fund is a limited partnership organized under the Delaware Revised Uniform Limited Partnership Act, 6 Delaware Code, Chapter 17, and offers limited partnership interests in a private placement pursuant to Section 4(2) of the Securities Act of 1933, as amended, and Regulation D. Generally, only persons who are Accredited
Investors and Qualified Clients as such terms are defined under the federal securities laws are permitted to purchase interests in the Fund. Oakcliff Partners has been given discretionary authority to invest the assets of the Fund subject to the policies and strategies set forth in the Fund’s private placement memorandum (the “Private Placement Memorandum”). Additional information on the Fund and a discussion on conflicts and risks are available in the Private Placement Memorandum. All assets are managed on a discretionary basis. The General Partner takes discretion through its powers granted in the Fund’s Limited Partnership Agreement (the “Partnership Agreement”). Oakcliff Partners is delegated authority by the General Partner pursuant to an investment management agreement. The Fund’s goals and objectives are documented in the Fund’s Private Placement Memorandum. Limited Partners can request and might receive side letter agreements to modify the terms of their account. The Adviser does not tailor its advice to the individual investors. The Fund’s investments can include, but are not limited to: equities, warrants, exchange traded funds (ETFs), commodities, derivatives and options contracts. The Adviser does not participate in wrap fee programs. As of December 31st, 2022, the Adviser had $201,032,308 in regulatory assets under management for one client, all of which are managed on a discretionary basis.