Occudo Quantitative Strategies LP

RIASEC RegisteredEst. 2021
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$443M
Accounts
5
Employees
5
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John-paul Bruneau

    John-paul Bruneau

    CCO & COOCRD 4506464

  • Ricky Shi

    Chief Executive OfficerCRD 6223661

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth