OGAM, LP

RIASEC RegisteredEst. 2017

Total AUM

$8.7B

Discretionary

$4.6B

53% of AUM

Avg account

$322M

Accounts

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 287919
Registered since: April 20, 2017
Website: orchardglobal.com
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 operates as a multi-strategy fund manager with activity across hedge fund and private equity structures. The firm has been SEC-registered since 2017 and serves predominantly institutional clients. Its regulatory filings identify it as a Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) and describe advisory duties that include portfolio management for pooled investment vehicles as well as for businesses and institutions. Ogam charges a mix of asset-based and performance-linked fees and sponsors pooled vehicles, acting in sponsor and GP/managing-member roles where it serves. The firm does not position itself as an active ESG investor and is not designated as a multi-state or newly formed adviser in its filings. Ownership is reported as a combination of a domestic entity and an individual, and Ogam is not recorded as a capital allocator on third-party managers.