OAKLINE ADVISORS, LLC
CRD #168995 SEC #801-80540 DALLAS, TX 214-655-1600
SEC Registered
Total AUM
$104.3M
Discretionary
$104.3M
Employees
6
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AISNER, DAVID, FREEMAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| AISNER, DAVID, FREEMAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| AISNER, DAVID, FREEMAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| AISNER, DAVID, FREEMAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| AISNER, DAVID, FREEMAN | I | EXECUTIVE VICE PRESIDENT (CO-PORTFOLIO MANAGER) | NA | Control |
| AISNER, DAVID, FREEMAN | I | EXECUTIVE VICE PRESIDENT (CO-PORTFOLIO MANAGER) | NA | Control |
| AISNER, DAVID, FREEMAN | I | EXECUTIVE VICE PRESIDENT (CO-PORTFOLIO MANAGER) | NA | Control |
| AISNER, ROBERT, STEVEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| AISNER, ROBERT, STEVEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| AISNER, ROBERT, STEVEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| AISNER, ROBERT, STEVEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | EXECUTIVE VICE PRESIDENT (CO-PORTFOLIO MANAGER) | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | EXECUTIVE VICE PRESIDENT (CO-PORTFOLIO MANAGER) | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | EXECUTIVE VICE PRESIDENT (CO-PORTFOLIO MANAGER) | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | TREASURER, EXECUTIVE VICE PRESIDENT (PORTFOLIO MANAGER) | NA | Control |
| CHAPMAN, ROBERT, JEROME | I | TREASURER, EXECUTIVE VICE PRESIDENT (PORTFOLIO MANAGER) | NA | Control |
| COHEN, MICHAEL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| COHEN, MICHAEL, DAVID | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / GENERAL COUNSEL AND SECRETARY | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / GENERAL COUNSEL AND SECRETARY | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / GENERAL COUNSEL AND SECRETARY | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / GENERAL COUNSEL AND SECRETARY | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / CHIEF LEGAL OFFICER AND SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / CHIEF LEGAL OFFICER AND SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / CHIEF LEGAL OFFICER AND SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / CHIEF LEGAL OFFICER AND SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / CHIEF LEGAL OFFICER AND SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | EVP / CHIEF LEGAL OFFICER AND SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EIGENBRODT, STANTON, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, KATHERINE | I | SENIOR VICE PRESIDENT | NA | Control |
| HAWKINS, KATHERINE, LYNN | I | SENIOR VICE PRESIDENT | NA | Control |
| HAWKINS, KATHERINE, LYNN | I | SENIOR VICE PRESIDENT | NA | Control |
| HAWKINS, KATHERINE, LYNN | I | SENIOR VICE PRESIDENT | NA | Control |
| MATTOX, MICHAEL, JASON | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTOX, MICHAEL, JASON | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTOX, MICHAEL, JASON | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTOX, MICHAEL, JASON | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTOX, MICHAEL, JASON | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTOX, MICHAEL, JASON | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTOX, MICHAEL, JASON | I | CHIEF OPERATING OFFICER | NA | Control |
| MOORE, PETER, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, PETER, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, PETER, ALFRED | I | SVP / CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, PETER, ALFRED | I | SVP / CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, PETER, ALFRED | I | SVP / CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, PETER, ALFRED | I | SVP / CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, PETER, ALFRED | I | SVP / CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| MULLER, ROBERT, FRANKLIN | I | PRESIDENT | NA | Control |
| PONINSKI, DESTINY, MARIE | I | CONTROLLER | NA | Control |
| PONINSKI, DESTINY, MARIE | I | CONTROLLER | NA | Control |
| PONINSKI, DESTINY, MARIE | I | CONTROLLER | NA | Control |
| PONINSKI, DESTINY, MARIE | I | CONTROLLER | NA | Control |
| BEHRINGER HARVARD HOLDINGS, LLC | DE | MEMBER | E | Control |
| BEHRINGER HARVARD HOLDINGS, LLC | DE | MEMBER | E | Control |
| BEHRINGER HARVARD HOLDINGS, LLC | DE | MEMBER | E | Control |
| BEHRINGER HARVARD HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATERA HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEHRINGER, ROBERT, MICHAEL | I | BEHRINGER HARVARD HOLDINGS, LLC | C | Control |
| BEHRINGER, ROBERT, MICHAEL | I | BEHRINGER HARVARD HOLDINGS, LLC | C | Control |
| BEHRINGER, ROBERT, MICHAEL | I | BEHRINGER HARVARD HOLDINGS, LLC | C | Control |
| BEHRINGER, ROBERT, MICHAEL | I | BEHRINGER HARVARD HOLDINGS, LLC | C | Control |
| BEHRINGER, ROBERT, MICHAEL | I | STRATERA HOLDINGS, LLC | C | Control |
| BEHRINGER, ROBERT, MICHAEL | I | STRATERA HOLDINGS, LLC | C | Control |
| BEHRINGER, ROBERT, MICHAEL | I | STRATERA HOLDINGS, LLC | C | Control |
| BEHRINGER, ROBERT, MICHAEL | I | STRATERA HOLDINGS, LLC | C | Control |
| BEHRINGER, ROBERT, MICHAEL | I | STRATERA HOLDINGS, LLC | C | Control |
| ESTATE OF ROBERT M. BEHRINGER | DE | STRATERA HOLDINGS, LLC | C | |
| ESTATE OF ROBERT M. BEHRINGER | DE | STRATERA HOLDINGS, LLC | C | |
| ESTATE OF ROBERT M. BEHRINGER | DE | STRATERA HOLDINGS, LLC | C | |
| ESTATE OF ROBERT M. BEHRINGER | DE | STRATERA HOLDINGS, LLC | C | |
| ESTATE OF ROBERT M. BEHRINGER | DE | STRATERA HOLDINGS, LLC | C | |
| ESTATE OF ROBERT M. BEHRINGER | DE | STRATERA HOLDINGS, LLC | C |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (5)
CA GA NJ NY TX
Address
5301 ALPHA ROADSUITE 80 - 222
DALLAS, TX 75240
United States
Phone: 214-655-1600