{
  "crd_number": 314948,
  "slug": "oc-investment-management-lp-miami-fl-314948",
  "primary_business_name": "OC INVESTMENT MANAGEMENT LP",
  "legal_name": "OC INVESTMENT MANAGEMENT LP",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-12",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-15",
  "carried_forward": false,
  "raum_total": 75934420848.0,
  "raum_discretionary": 75934420848.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 15,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 75934420848.0,
      "count": 4
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://linkedin.com/company/oc-investment-management-lp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314948",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/oc-investment-management-lp-miami-fl-314948",
  "display_name": "OC Investment Management LP",
  "summary": "OC Investment Management LP is an SEC-registered investment advisory firm in Miami, FL, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.",
  "citation": "AdvisorCensus. OC Investment Management LP (CRD 314948): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is OC Investment Management LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), OC Investment Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "What does OC Investment Management LP's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated May 15, 2026 states: Asset-based fee: 1.75% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is OC Investment Management LP located?",
      "a": "OC Investment Management LP's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is OC Investment Management LP registered with the SEC or a state?",
      "a": "OC Investment Management LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314948."
    },
    {
      "q": "How much does OC Investment Management LP manage?",
      "a": "OC Investment Management LP reports $75,934,420,848 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have OC Investment Management LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for OC Investment Management LP: Regulatory assets under management: $2 in the October 2021 data and $75,934,420,848 in the October 2026 data, up 3796721042300%. Total employees: 2 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does OC Investment Management LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Does OC Investment Management LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314948"
    },
    {
      "q": "What changed in OC Investment Management LP's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Regulatory assets under management went from $64,980,587,746 to $75,934,420,848 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2.0,
      "total_employees": 2,
      "filing_date": "2021-06-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12646420445.0,
      "total_employees": 4,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 23760667616.0,
      "total_employees": 6,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 22910866310.0,
      "total_employees": 9,
      "filing_date": "2024-05-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 31387087244.0,
      "total_employees": 12,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 75934420848.0,
      "total_employees": 15,
      "filing_date": "2026-05-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $64,980,587,746 to $75,934,420,848 (+17%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $31,387,087,244 to $64,980,587,746 (+107%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 15, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1.75% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.75% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "OCIM is entitled to receive an annual asset - based management fee ranging from 1.75% to 2%, paid monthly calculated based on the value of each Limited Partner’s Capital Account"
        ]
      }
    ],
    "quotes": [
      "OCIM is entitled to receive an annual asset - based management fee ranging from 1.75% to 2%, paid monthly calculated based on the value of each Limited Partner’s Capital Account"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/oc-investment-management-lp-miami-fl-314948.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 75934420848.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314948",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}