OC INVESTMENT MANAGEMENT LP

RIASEC RegisteredEst. 2021
Total AUM
$75.9B
Discretionary
$75.9B
100% of AUM
Avg account
$19B
Accounts
4
Employees
15
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
314948
Registered since
July 12, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

OC Investment Management LP is a limited partnership registered with the SEC in 2021 that operates as a hedge fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and acts as sponsor/GP or managing member of those vehicles rather than functioning as a pure capital allocator. Its fee model includes a percentage-of-assets component plus performance-based fees (and other fee arrangements). The firm is not identified as an active ESG investor and does not appear to operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • GARY TYNES

    Chief Compliance OfficerCRD 4925819

  • IVAN ORTIZ

    Chief Executive OfficerCRD 3252754

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
3350 Virginia St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth