Introduction: Oakview Capital Management, LP is an SEC Registered Investment Advisory firm. We were founded in 2008. Our registration as an Investment Adviser does not imply any level of skill or training. The oral and written communications we provide you, including this Brochure, is information you can use to evaluate us and other advisers, which are factors in your decision to hire us or to continue to maintain a mutually beneficial relationship. This Brochure provides information about our qualifications and business practices. Ownership: Oakview Capital Management, LP is a privately owned limited partnership headquartered in Dallas, Texas. James Patrick Malone, CCO and Corey R. Henegar, CFA are the Principals of the Firm. Oakview Investments, LLC is the General Partner for Oakview Capital Management, LP. James Patrick Malone and Corey R. Henegar are the members of Oakview Investments LLC. Advisory Services Offered: Oakview Capital Management, LP is an investment advisory firm providing Investment Management Services, Mutual Fund Selection, and Fund Advisory Services as defined below. Advisory services may be tailored to the individual needs of clients and client may place restrictions of investing in certain types of securities. Investment Management Services: In most cases we provide investment management services primarily to high net worth individuals and institutional investors through separately managed accounts (the “Managed Accounts”) on a discretionary basis. The exposure to our investment

style is determined based upon investment objectives, risk tolerance, net worth, net income, age, investment time horizon, tax situation and other various suitability factors that our clients provide to us. Private Fund Advisory Services: Oakview Capital Management, LP offers investment management services to open-end private investment funds. We currently provide investment management services to the following private investment funds which are offered to both U.S. and Non-U.S. persons: Oakview Value Offshore Fund, Ltd., a Cayman Islands exempted company (the “Fund”) We tailor our advisory services to the specified investment mandates of the Fund as set forth in the Fund’s applicable governing documents. In providing services to the Fund, among other things, we (i) manage the Fund’s assets in accordance with the terms of the applicable governing documents; (ii) formulate investment objectives; (iii) direct and manage the investment and reinvestment of the Fund’s assets; and (iv) provide periodic reports to the Fund’s investors through Atlas Fund Services. We provide investment advice directly to the Fund and not individually to the Fund’s limited partners or shareholders. The Fund generally has investment guidelines relating to the types and dollar amount of securities that it may purchase. We do not participate in any wrap fee programs. Assets Under Management: As of December 31, 2023, Oakview Capital Management, LP had approximately $250,800,842 in discretionary assets under management and approximately $0 in non-discretionary assets under management.