# OC Investment Management LP

> 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.

- CRD: 314948
- Filed as: OC INVESTMENT MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314948
- AdvisorCensus page: https://advisorcensus.com/firm/oc-investment-management-lp-miami-fl-314948

## Quick answers

**How is OC Investment Management LP compensated?**
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.

**What does OC Investment Management LP's brochure say about its fees?**
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.

**Where is OC Investment Management LP located?**
OC Investment Management LP's principal office is in Miami, FL, according to its Form ADV.

**Is OC Investment Management LP registered with the SEC or a state?**
OC Investment Management LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314948.

**How much does OC Investment Management LP manage?**
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).

**How have OC Investment Management LP's assets and staff changed since 2021?**
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.

**What types of clients does OC Investment Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does OC Investment Management LP report any disciplinary disclosures?**
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

**What changed in OC Investment Management LP's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $64,980,587,746 to $75,934,420,848 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Asset-based fee: 1.75% to 2% a year (a range, as the brochure states it)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $75,934,420,848
- Discretionary: $75,934,420,848
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $75,934,420,848 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 15 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @oc-investment-management-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2 | 2 | June 11, 2021 |
| October 2022 | $12,646,420,445 | 4 | March 30, 2022 |
| October 2023 | $23,760,667,616 | 6 | March 31, 2023 |
| October 2024 | $22,910,866,310 | 9 | May 30, 2024 |
| October 2025 | $31,387,087,244 | 12 | March 31, 2025 |
| October 2026 | $75,934,420,848 | 15 | May 15, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $64,980,587,746 to $75,934,420,848 (+17%).

### April 2026
- Regulatory assets under management went from $31,387,087,244 to $64,980,587,746 (+107%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OC Investment Management LP (CRD 314948): Form ADV filing data as of October 2026.