Ogam, Lp
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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
Number of Advisors
Disclosures
Office Location
Ogam, Lp by the Numbers
$4.7 billion
44
18
$262.2 million
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
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
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.
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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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