# Occudo Quantitative Strategies LP

> Occudo Quantitative Strategies LP is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 310070
- Filed as: OCCUDO QUANTITATIVE STRATEGIES LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310070
- AdvisorCensus page: https://advisorcensus.com/firm/occudo-quantitative-strategies-lp-fort-lauderdale-fl-310070

## Quick answers

**How is Occudo Quantitative Strategies LP compensated?**
On its Form ADV (Item 5.E, October 2026), Occudo Quantitative Strategies LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Occudo Quantitative Strategies LP charge?**
Its Form ADV Part 2A brochure dated March 31, 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 Occudo Quantitative Strategies LP located?**
Occudo Quantitative Strategies LP's principal office is in Fort Lauderdale, FL, according to its Form ADV.

**Is Occudo Quantitative Strategies LP registered with the SEC or a state?**
Occudo Quantitative Strategies LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310070.

**How much does Occudo Quantitative Strategies LP manage?**
Occudo Quantitative Strategies LP reports $2,216,992,038 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Occudo Quantitative Strategies LP's assets and staff changed since 2021?**
In the Form ADV data for Occudo Quantitative Strategies LP: Regulatory assets under management: $514,197,733 in the October 2021 data and $2,216,992,038 in the October 2026 data, up 331%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

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

**Does Occudo Quantitative Strategies 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/310070

**Does Occudo Quantitative Strategies LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum initial investment is $20,000,000, subject to waiver or change in the sole discretion of Occudo."

**What changed in Occudo Quantitative Strategies LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $712,057,043 to $2,216,992,038 (+211%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

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

> With respect to the Fund, Investors will pay the Adviser a management fee ranging from 1.75-2% annually, depending on the Investor’s share class (the “ Management Fee”).

- Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)

> The minimum initial investment is $20,000,000, subject to waiver or change in the sole discretion of Occudo.

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

### Regulatory assets under management (Item 5.F)
- Total: $2,216,992,038
- Discretionary: $2,216,992,038
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $2,216,992,038 |

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

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

### Websites listed on Form ADV (Item 1.I)
- occudo.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $514,197,733 | 4 | June 29, 2021 |
| October 2022 | $1,258,890,828 | 4 | July 12, 2022 |
| October 2023 | $988,587,864 | 5 | June 29, 2023 |
| October 2024 | $851,177,720 | 5 | August 1, 2024 |
| October 2025 | $712,057,043 | 5 | June 30, 2025 |
| October 2026 | $2,216,992,038 | 5 | March 31, 2026 |

Regulatory assets under management: $514,197,733 in the October 2021 data and $2,216,992,038 in the October 2026 data, up 331%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $712,057,043 to $2,216,992,038 (+211%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Occudo Quantitative Strategies LP (CRD 310070): Form ADV filing data as of October 2026.