ORACLE INVESTMENT MANAGEMENT, INC.

Overview

Oracle Investment Management, Inc. is a corporate-structured advisory that registered with the SEC in 2023 and is owned by an individual. The firm serves as an active manager and sponsor, acting in roles that include general partner and managing member for pooled investment vehicles. It operates as a discretionary manager — its reported discretionary assets equal its total assets — and does not identify as an active ESG investor or a multi-state adviser. Investment activity shows a clear tilt toward concentrated public equity positions alongside sponsored private funds. Public equities make up the bulk of the firm’s 13-F reportable holdings, while the firm also sponsors and advises multiple hedge fund vehicles. The firm’s business model blends direct portfolio management of public securities with private fund sponsorship and allocations to third-party alternative offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices