OC Investment Management LP
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 314948
- Registered since
- July 12, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
OC Investment Management LP is a limited partnership registered with the SEC in 2021 that operates as a hedge fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and acts as sponsor/GP or managing member of those vehicles rather than functioning as a pure capital allocator. Its fee model includes a percentage-of-assets component plus performance-based fees (and other fee arrangements). The firm is not identified as an active ESG investor and does not appear to operate as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Gary Tynes
Chief Compliance OfficerCRD 4925819
Ivan Ortiz
Chief Executive OfficerCRD 3252754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3350 Virginia St
- Time zone
- ET (UTC-5)
- Office locations
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