Firm profile

OASIS INVESTMENT STRATEGIES LLC

CHICAGO, ILCRD 152957Latest ADV March 31, 2026

Oasis Investment Strategies LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $5.7B in regulatory assets under management, 10 employees, and 4 accounts.

Assets Under Management
$5.7B
Employees
10
Offices
--
Total Clients
<5
Primary office
CHICAGO, IL
222 S. RIVERSIDE PLAZA, SUITE 1200, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOTiffany Nealon
CIOMark T. Clements

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentCorporations represent 75.0% of total clients.
Top client categories% of clientsClients
1
Corporations
75.0%
3
2
Pooled Investment Vehicles
25.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.7Bas of March 31, 2026
Discretionary100.0%
$5.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$5.7B
Total Accounts4
10Y AUM Change+$1.5B (+35.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee0:1
10Y Employee Change-3 (-23.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.