OEW INVESTMENT ADVISORS LP

← Back to list

UUID0721c4ae-1e15-5441-832b-8e9407fcd52a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338375	338375	—	1.0

Profile

Website—

HQ CityAUSTIN

HQ StateTX

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

People

Name	Title	Role	Email	Evidence
HARRIS, THOMAS, BRITTON	CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2016595", "owner_id": "4379807", "source": "adv_part1", "table": "Schedule_A_B"}
OEW ADVISORS LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016595", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SWEENEY, BRYAN, EDWARD	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016595", "owner_id": "4433473", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

HARRIS, THOMAS, BRITTON

CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER

OFFICER

—

{"filing_id": "2016595", "owner_id": "4379807", "source": "adv_part1", "table": "Schedule_A_B"}

OEW ADVISORS LLC

GENERAL PARTNER

OFFICER

—

{"filing_id": "2016595", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

SWEENEY, BRYAN, EDWARD

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2016595", "owner_id": "4433473", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/17/2025 01:19:12 PM",
  "filing_id": "2016595",
  "reg_type": "IA"
}
```

OEW INVESTMENT ADVISORS LP

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1