OIC

RIASEC RegisteredEst. 2016
Total AUM
$4.5B
Discretionary
$4.5B
99% of AUM
Avg account
$98M
Accounts
46
Employees
46
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
282499
Registered since
February 17, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.12%
  • Insurance Companies0.88%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

OIC is structured as a limited partnership that acts primarily as a private equity fund manager and operator of pooled investment vehicles. The firm registers as a CPO/CTA and serves an institutional client base, positioning itself as sponsor, general partner and managing member for the funds it runs. Its business model centers on managing pooled vehicles rather than delivering one-off SMA solutions, and its compensation combines a percentage-of-assets component with performance-based fees. Investment activity skews toward private markets and commodity-related exposures. OIC shows an explicit allocation interest in private equity, commodities and oil & gas, and it uses both internally sponsored funds and third-party managers to gain those exposures. The firm reports being an active ESG investor, which suggests ESG considerations are integrated into its underwriting and manager-selection processes across private equity and natural-resources investments. Given its CPO/CTA designation, OIC also has operational capability to manage commodity pools and implement commodity trading strategies when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • MARK FRIEDLAND

    Managing Director, Chief Legal OfficerCRD 2531776

  • NAZAR MASSOUH

    CEO, Co-Founder, and Managing PartnerCRD 6597610

  • GERRIT NICHOLAS

    CIO, Co-Founder and Managing PartnerCRD 6597608

Contacts

1 of 1
  • ETHAN SHOEMAKER

    Investment PartnerCRD 5161605

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
292 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth