Ogam, LP

RIASEC RegisteredEst. 2017
Total AUM
$8.7B
Discretionary
$4.6B
53% of AUM
Avg account
$322M
Accounts
27
Employees
42
Advisory reps
6

Firm details

Headquarters
Houston, Texas
CRD number
287919
Registered since
April 20, 2017
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles65.75%
  • Other34.25%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ogam, LP is a limited partnership that registered with the SEC in 2017 and operates primarily for institutional clients. The firm is set up as a hybrid manager—structured and regulated to run hedge fund and private equity strategies while also functioning as a commodity pool operator/commodity trading advisor (CPO/CTA). Its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Ogam’s fee model combines a percentage-of-assets basis with performance-based fees and other fee arrangements. The firm is owned by a combination of a domestic entity and an individual and is not described as a capital allocator; it also does not identify as an active ESG investor or a multi-state adviser. Ogam’s corporate roles extend beyond portfolio management: they act as sponsor, general partner, or managing member of pooled vehicles and are affiliated with other investment-adviser and CPO/CTA activities. They do not report being a pension consultant or part of a related-adviser structure.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 60%, Private Funds 39%, Cash & Cash Equivalents 1%60%
  • Other60%
  • Private Funds39%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • Hans Gentzel

    Hans Gentzel

    Chief Operating OfficerCRD 6794562

  • John Young

    Chief Investment OfficerCRD 6770021

  • Sean Roberts

    Sean Roberts

    Chief Compliance OfficerCRD 7214756

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Contacts

1 of 1
  • Pierre Michaud

    General CounselCRD 6769853

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
3737 Buffalo Speedway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth