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OCCUDO QUANTITATIVE STRATEGIES LP

FORT LAUDERDALE, FL · CRD 310070 · IAPD ↗ · occudo.com · 917-853-3286

$2.22BRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — OCCUDO QUANTITATIVE STRATEGIES LP now reports custody of client assets ($1.13B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2026 — OCCUDO QUANTITATIVE STRATEGIES LP now reports 1 private fund(s) ($1.13B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2026 — OCCUDO QUANTITATIVE STRATEGIES LP crossed $1B in regulatory AUM ($712.1M -> $2.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.