Occudo Quantitative Strategies LP
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 310070
- Registered since
- July 23, 2021
- Website
- occudo.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Occudo Quantitative Strategies LP is a limited partnership registered with the SEC in 2021 and organized as a hedge fund that serves institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles; the firm also acts as a sponsor/GP of pooled vehicles rather than operating as a third‑party capital allocator. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Occudo is not identified as an active ESG investor and is not listed as a multi-state adviser. The firm’s name implies a quantitative orientation, and its legal and operating structure—hedge fund LPs and sponsored pooled vehicles—aligns with that positioning. Public data show the business primarily manages discretionary pooled capital on behalf of a small set of institutional investors.
Assets & Accounts
Public Holdings
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
John-paul Bruneau
CCO & COOCRD 4506464
Ricky Shi
Chief Executive OfficerCRD 6223661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, 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
- Broward
- Address
- 500 E Broward Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Palisades Hudson Asset Management, L.P.
RIAFort Lauderdale, FL
Holdco Asset Management, LP
RIAFort Lauderdale, FL
Sound Income Strategies, LLC
RIAFort Lauderdale, FL
Infinitum Asset Management, LLC
RIAFort Lauderdale, FL
Channing Global Advisors, LLC
RIAFort Lauderdale, FL
Provenance Wealth Advisors
RIAFort Lauderdale, FL