OCV MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
291680
Registered since
April 2, 2018

Firm profile

FINTRX

Overview

OCV Management, LLC is a limited liability company that registered with the SEC in 2018. The firm is classified as unclassified in the snapshot data and is owned by domestic entities and individuals. It is not identified as a capital allocator, is not an active ESG investor, and is not marked as a multi-state or newly formed adviser. Reported business roles and industry affiliations extend beyond a single advisory function: the firm is linked to broker‑dealer activity, other investment adviser roles, CPO/CTA activity, real estate brokerage, sponsorship of limited partnerships (excluding certain pooled vehicles), and sponsorship or GP/managing‑member roles in pooled investment vehicles. Those affiliations point to a mix of private‑fund sponsor activity and intermediary functions rather than a traditional advisory boutique focused solely on discretionary client accounts.

Assets & Accounts

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

1 of 1
  • MUKYA PORTER

    Chief Compliance OfficerCRD 4775531

Contacts

2 of 2
  • Christopher Bostick

    PartnerCRD 7554668

  • Nehemia Zucker

    Managing PartnerCRD 6926262

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
4700 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth