Oc Investment Management Lp
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Overview
Oc Investment Management Lp is a financial advisory company located in Miami, Florida. Oc Investment Management Lp manages $23.8 billion in total assets over one customer account, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Oc Investment Management Lp is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets such as stocks, bonds and options.
Oc Investment Management Lp manages all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without requiring the client's approval. Oc Investment Management Lp administers an average of $23.8 billion in assets for every account. The typical financial advisor at Oc Investment Management Lp oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Oc Investment Management Lp's central office is at 3350 Virginia Street, Miami, Florida 33133. It is registered to serve clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oc Investment Management Lp by the Numbers

$23.8 billion

6

1

$23.8 billion
Fee Structure
Fees charged by financial advisors usually depend on which services are offered. Fees charged by the firm most likely consist of some combination of the following fee types: performance-based or other. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It works with pooled investment vehicles. Oc Investment Management Lp's biggest client group is pooled investment vehicles. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Oc Investment Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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