Oco Capital Partners Lp
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Overview
Oco Capital Partners Lp operates as an advisory company located in New York, New York. The company controls $431.4 million in assets throughout three client accounts, making it one of the bigger investment advisory firms in the United States by assets under management (AUM). It has a small team, including 2 financial advisors. Oco Capital Partners Lp does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like bonds, stocks and options.
Oco Capital Partners Lp manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions without needing client permission. Oco Capital Partners Lp manages an average of $143.8 million for each account. An average advisor at Oco Capital Partners Lp manages around two client accounts, placing it among the most individualized advisor firms in the country.
The firm's central office is located at 767 Third Ave, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oco Capital Partners Lp by the Numbers
$431.4 million
4
3
$143.8 million
Fee Structure
A financial advisor's fees are based on the services provided. Fees billed by Oco Capital Partners Lp can include some blend of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
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
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its three customers, Oco Capital Partners Lp's largest client by number of accounts is pooled investment vehicles. About 66% of the firm's clients are represented by 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
Oco Capital Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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