OCO Capital Partners LP

RIASEC RegisteredEst. 2018
Total AUM
$652M
Discretionary
$652M
100% of AUM
Avg account
$163M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
299461
Registered since
December 21, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

OCO Capital Partners LP is a limited partnership registered with the SEC in 2018 that operates as a hedge fund serving institutional investors. The firm provides portfolio management for pooled investment vehicles and functions as sponsor, general partner, and managing member of those vehicles, indicating hands-on fund governance and potential direct-investment activity. Its fee model combines an asset-based charge with performance-based compensation. OCO does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Melinda Butler

    Chief Financial Officer & Chief Compliance OfficerCRD 7040270

Contacts

1 of 1
  • Samuel Martini

    Founder and Managing MemberCRD 2998486

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth