OC CAPITAL MANAGEMENT LTD
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 335522
- Registered since
- March 10, 2025
Firm profile
FINTRXOverview
OC Capital Management Ltd is registered with the SEC in 2025 and describes itself as an Other-type advisory firm. Public filings show limited disclosure of client-facing advisory services; the firm’s visible activity centers on advising a private pooled vehicle rather than managing retail accounts. The firm is not flagged as an active ESG investor, is not a pension consultant, and does not identify as a multi-state adviser or capital allocator. Classification on the filing is unclassified and ownership is recorded as a mix of a domestic entity and individual ownership. The adviser’s public profile does not include a stated retail investment philosophy or a listed suite of model portfolios. Instead, the firm’s primary investment engagement is operating as an adviser to a single hedge fund, implying focus on alternative strategies and pooled-vehicle management rather than traditional advisory mandates for individual clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Richard Monte
DirectorCRD 8055256
Elias Ladopoulos
DirectorCRD 7393860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 200 Spectrum Center Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
TRIVISTA CAPITAL, LLC
Exempt Reporting AdvisorIRVINE, CA
NEWCOAST GROUP MANAGEMENT LLC
Exempt Reporting AdvisorIRVINE, CA
IMPACT AMERICA MANAGEMENT, LLC
Exempt Reporting AdvisorIRVINE, CA
TOBA CAPITAL FUND I SERIES
Exempt Reporting AdvisorIRVINE, CA
T11 CAPITAL MANAGEMENT
Exempt Reporting AdvisorIRVINE, CA
RX3, LLC
Exempt Reporting AdvisorIRVINE, CA