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OC INVESTMENT MANAGEMENT LP

MIAMI, FL · CRD 314948 · IAPD ↗ · +1 305 813-0610

$75.93BRegulatory AUM
3Advisory reps
15Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — OC INVESTMENT MANAGEMENT LP reported RAUM up 107% ($31.39B -> $64.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2025 — OC INVESTMENT MANAGEMENT LP reported RAUM up 37% ($22.91B -> $31.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
January 2025 — OC INVESTMENT MANAGEMENT LP now reports custody of client assets ($628.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
January 2025 — OC INVESTMENT MANAGEMENT LP now reports 1 private fund(s) ($314.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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