O ASSET MANAGEMENT LLC

Overview

O Asset Management LLC is a small, equity-focused hedge fund adviser that manages both separate accounts and pooled investment vehicles for institutional clients and wealthy individuals/small businesses. The firm runs discretionary strategies and charges a mix of asset-based and performance fees, and it also serves as sponsor, general partner and managing member of its pooled funds—suggesting direct operational control over those vehicles and alignment via carried/performance fees. The firm reports a clear preference for liquid, exchange-traded equities, indicating portfolio construction that favors tradable public securities for the bulk of its strategies rather than long lock-up private investments. O Asset Management LLC is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices