Ogam, Lp

CRD#287919
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

Overview

Ogam, Lp is a financial advisor firm located in Houston, Texas. It oversees $4.7 billion in assets throughout 18 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). The firm has an average-sized team, including 9 financial advisors. Ogam, Lp does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as stocks, options and bonds.

Ogam, Lp oversees most of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments without needing to seek the client's approval. The company also oversees eight non-discretionary accounts totaling $3.6 billion in assets under management. Ogam, Lp's average account size is $262.2 million. The average financial advisor at Ogam, Lp manages about two client accounts, placing it among the most individualized financial advisor firms in the country.

Ogam, Lp's headquarters is located at 3737 Buffalo Speedway, Houston, Texas 77098. The firm is permitted to serve clients throughout a number of states, including New York and Texas.

Assets Under Management

$4.7 billion

Number of Advisors

9

Disclosures

No

Office Location

3737 Buffalo Speedway
Houston, TX 77098

Ogam, Lp by the Numbers

Total Assets Under Management

$4.7 billion

National Average: $8.6 billion
Total Number of Employees

44

National Average: 64
Total Number of Accounts

18

National Average: 375,227
Average Account Size

$262.2 million

National Average: $23.0 thousand
Back to Overview
Back to Overview

Fee Structure

Financial advisory fees usually vary depending on the type of services provided. Fee types charged by the company most likely include some combination of the following fee structures: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Back to Overview

Types of Clients

Ogam, Lp provides services to pooled investment vehicles and other. Out of its 18 customers, Ogam, Lp's biggest client group by number of accounts is pooled investment vehicles. About 72% of its clients are represented by people from outside of the U.S.

  • 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.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

Ogam, Lp does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.