Oc Investment Management LP
Miami, FL·SEC-registered · CRD #314948
Oc Investment Management LP is an SEC-registered investment advisory firm in Miami, FL managing $76B across 4 client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$76B
Client accounts
4
Advisory staff
3
Fee model
Fee-only
How Oc Investment Management LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Oc Investment Management LP
How much does Oc Investment Management LP manage?
Per its most recent SEC Form ADV filing (05/15/2026), Oc Investment Management LP reports $76B in regulatory assets under management across roughly 4 client accounts.
How does Oc Investment Management LP charge?
Oc Investment Management LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Oc Investment Management LP a fiduciary?
Yes. Oc Investment Management LP is registered with the U.S. Securities and Exchange Commission (CRD #314948), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Oc Investment Management LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Oc Investment Management LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Oc Investment Management LP's public SEC Form ADV filing (CRD #314948, filed 05/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oc Investment Management LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Oc Investment Management LP? Claim this profile.