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
Website
oic.com
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 organized as a limited partnership and operates as a private equity-focused adviser that registers with the SEC (registered in 2016). The firm targets institutional investors and acts in sponsor/GP and managing-member roles for pooled vehicles while also operating as a CPO/CTA and providing portfolio management for pooled investment vehicles. Its compensation combines a percentage-of-assets model with performance-based fees. Filings identify OIC as an active ESG investor and list ownership as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • Mark Friedland

    Mark Friedland

    Managing Director, Chief Legal OfficerCRD 2531776

  • Nazar Massouh

    Nazar Massouh

    CEO, Co-Founder, and Managing PartnerCRD 6597610

  • Gerrit Nicholas

    Gerrit Nicholas

    CIO, Co-Founder and Managing PartnerCRD 6597608

Contacts

1 of 1
  • Ethan Shoemaker

    Ethan Shoemaker

    Investment PartnerCRD 5161605

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth