OASIS Investment Strategies

What OASIS Investment Strategies does

OASIS Investment Strategies, LLC is a privately-held, Chicago-based Registered Investment Advisor (SEC-registered since 2010) and the asset management division of R.J. O'Brien (RJO), founded in 1914. The firm provides three core offerings: (1) Managed Futures access via Commodity Trading Advisors (CTAs) — including separately managed accounts and commodity pools — covering over 100 global futures, FX, and forward contracts across FX, energies, metals, interest rates, equity indices, and commodities; (2) a proprietary Manager Database platform (oasis.solsticefa.com) used by RIAs and financial advisors for CTA search, screening, hypothetical portfolio construction, watch lists, and performance analytics; and (3) institutional Cash and Collateral Management — customized separately managed portfolios for hedge funds, CTAs, 40 Act Funds, UCITS, FCMs, prime brokers, trust banks, and administrators, with proactive margin optimization and yield enhancement on operational cash. Custody is provided through Wells Fargo Bank with segregated account structures.

The business operates a multi-channel distribution model combining broker-assisted direct sales, the self-service online Manager Database, and an institutional sales effort. Customer minimums for CTA access begin at $25,000 — materially below the $1 million+ typical of hedge funds — broadening the addressable retail and high-net-worth segment while still serving institutional cash management clients. Revenue is generated through management fees, performance incentives on managed futures programs, and managed-services fees on cash/collateral mandates. The platform is supported by RJO's underlying brokerage and clearing infrastructure (over $4 billion in client assets across the parent group) and is positioned as a "new generation of alternative investment services" emphasizing diversification value during equity/bond drawdowns.

Name

OASIS Investment Strategies

Legal name

OASIS Investment Strategies, LLC

Website

https://rjoasis.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

OASIS Investment Strategies is a Chicago-based SEC-registered investment advisor and the asset management arm of R.J. O'Brien, providing managed futures access, a proprietary CTA Manager Database, and institutional cash/collateral management to hedge funds, CTAs, 40 Act Funds, RIAs, and individual investors.

Ownership category

akta.pro rank

Product category

Managed Futures Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Commodity Contracts Brokers & Dealers (6221), Finance Services (6199)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Managed futures investing
• Commodity trading advisors
• Alternative investment solutions
• Cash and collateral management
• CTA program access

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Cash and Collateral Management Services: OASIS provides customized, separately managed cash and collateral management services for alternative investment firms. The company manages operational cash and margin capital for institutional clients including CTAs, hedge funds, and financial institutions.
2. Managed Futures Platform Access: OASIS facilitates access to CTA programs through its platform, enabling investors to access multiple investment vehicles via a single access point with customized reporting and a single back office contact for multiple investments.
3. CTA Program Access: Commodity Trading Advisors provide managed futures investment programs in exchange for management fees, trading returns, and performance incentives. OASIS provides the infrastructure for accessing these programs.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

OASIS Investment Strategies provides managed futures investment programs, commodity trading advisor (CTA) strategies, and pooled investment vehicles that give clients access to multiple global market sectors through professionally managed accounts. The company also delivers institutional cash and collateral management services for alternative investment firms, supporting customized separately managed portfolios, margin optimization, and yield enhancement. Clients access and analyze CTAs via the proprietary OASIS Manager Database platform.

Product overview

OASIS Investment Strategies operates as a new generation of alternative investment services offering a unified managed futures platform. The core offering combines Managed Futures, Pooled Investments, and CTA Programs as the primary investment vehicles, supported by a proprietary Manager Database for CTA research and selection. Cash Management services provide institutional-grade collateral management for alternative investment firms. The platform is integrated with RJO Futures, founded in 1914, providing access to the oldest and largest independent futures commission merchant with over $4 billion in client assets.

Differentiator

Problem solved

Functional benefit

Brands

• OASIS Manager Database: A secure and user-friendly tool for customizing investment needs, providing a robust CTA database with search capabilities, portfolio optimization, and performance analytics.

Products and services

• Managed Futures Professionally managed investment portfolios allowing investors to participate in multiple global market sectors (foreign exchange, energies, metals, interest rates, equity indices, commodities) through Commodity Trading Advisors (CTAs) on exchange-traded futures, options, and OTC forward contracts.
• Pooled Investments Commodity pool investment vehicles that combine funds from multiple investors for trading futures or options contracts, managed by CTAs. Designed for investors who prefer a pooled structure over individual separately managed accounts.
• CTA Programs Separately managed futures accounts where professional money managers (CTAs) trade exchange-traded futures, options, and OTC forward contracts on behalf of individual clients, with customized reporting and management/performance fee structures.
• Cash Management Institutional cash and collateral management services for alternative investment firms (hedge funds, CTAs, 40 Act Funds, UCITS, FCMs, prime brokers), including customized separately managed portfolios, margin optimization, yield enhancement on operational cash, and weekly liquidity with custody through Wells Fargo.
• OASIS Manager Database Secure online database tool enabling investors and advisors to search and analyze CTA programs with watch lists, interactive transparency, portfolio optimizer, time-window performance reporting (monthly and yearly ROR, average gains, P/L ratios), and activity newsfeeds for monitoring manager performance.

Quantifiable outcome

• Assets under management industry-wide: $200 billion
• +2 more outcomes

Named customers13 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Wells Fargo BankcoreOthersWells Fargo Bank serves as OASIS's preferred custodian for client investments. The partnership provides institutional-quality custody account services with customer assets kept separate and segregated, with no exposure to OASIS or affiliated companies. OASIS facilitates timely and efficient custody account opening through this relationship.
• RJO'Brien (RJ O'Brien)coreStrategic or Co-development PartnerOASIS is affiliated with RJ O'Brien, the oldest and largest independent futures commission merchant in the world with over $4 billion in client assets, founded in 1914. RJO'Brien provides the underlying brokerage and clearing infrastructure for OASIS's managed futures platform.
• CME GroupminorStrategic or Co-development PartnerOASIS references and distributes educational content from CME Group including white papers on managed futures, starting a CTA business, and portfolio diversification opportunities. CME Group is the primary futures exchange supporting the managed futures industry.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Altegris (iM Global Partner): Altegris is an alternative investment platform offering managed futures, multi-strategy, and hedge fund access to advisors and institutions, mirroring OASIS's model of distributing third-party CTA and alternative strategies through a single platform with low minimums.
• Aspect Capital: Aspect Capital is a well-known diversified CTA managing client assets across global futures markets, directly comparable to the underlying CTAs accessible through OASIS's platform and Manager Database.
• Campbell & Company: Campbell & Company is a long-established CTA offering managed futures programs to institutional and high-net-worth clients, comparable in strategy, client type, and distribution approach to the CTA programs aggregated on the OASIS platform.
• Winton Group: Winton is a major systematic/managed futures manager running diversified global futures strategies for institutional clients, competing both for direct managed futures mandates and as a CTA program listed in databases similar to OASIS's.
• BarclayHedge: BarclayHedge is a CTA/hedge fund database and research provider that competes directly with OASIS's Manager Database as a research, performance tracking, and advisor due-diligence tool for selecting CTAs and managed futures programs.

Broad incumbents

• Man AHL (Man Investments): Man AHL is one of the largest and most established systematic managed futures managers globally; it competes for the same institutional managed futures allocations OASIS targets and is also offered through some of the same CTA databases and advisor channels.
• Lyxor Asset Management (Société Générale): Lyxor offers managed futures ETFs and alternative UCITS funds that compete for the same investor allocations as OASIS's CTA and pooled investment products, particularly among European and institutional buyers.
• AQR Capital Management: AQR is a large, multi-strategy quantitative alternatives manager with a significant managed futures and systematic strategies business, targeting many of the same institutional and pension/endowment clients as OASIS.
• Natixis Investment Managers (AlphaSimplex): AlphaSimplex is a managed futures and alternatives research-led manager within Natixis; it overlaps with OASIS in offering systematic managed futures exposure to institutional and advisor channels, though at significantly greater scale.

Emerging players

• ProShares: ProShares offers managed futures and commodity-related ETFs that provide retail and advisor clients with liquid, single-ticker alternatives exposure, competing with OASIS's CTA platform for advisor-sourced allocations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/RJOASIS
• LinkedInlinkedin.com/company/oasis-investment-strategies-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OASIS Investment Strategies