# Ogam, LP

> Ogam, LP is an SEC-registered investment advisory firm in Houston, TX, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 287919
- Filed as: OGAM, LP
- Also doing business as: ORCHARD GLOBAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287919
- AdvisorCensus page: https://advisorcensus.com/firm/ogam-lp-houston-tx-287919

## Quick answers

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

**Where is Ogam, LP located?**
Ogam, LP's principal office is in Houston, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ogam, LP registered with the SEC or a state?**
Ogam, LP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287919.

**How much does Ogam, LP manage?**
Ogam, LP reports $8,687,114,705 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (53% discretionary).

**How have Ogam, LP's assets and staff changed since 2021?**
In the Form ADV data for Ogam, LP: Regulatory assets under management: $3,317,946,499 in the October 2021 data and $8,687,114,705 in the October 2026 data, up 162%. Total employees: 25 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ogam, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15); other (12).

**Which custodians does Ogam, LP use?**
Ogam, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Ogam, 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/287919

**What changed in Ogam, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $7,294,050,701 to $8,687,114,705 (+19%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank and Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $8,687,114,705
- Discretionary: $4,597,462,423
- Non-discretionary: $4,089,652,282

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $5,711,517,842 |
| Other | 12 | $2,975,596,863 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 42 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- orchardglobal.com
- LinkedIn @ORCHARD-GLOBAL-ASSET-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,317,946,499 | 25 | June 15, 2021 |
| October 2022 | $3,969,761,766 | 29 | March 31, 2022 |
| October 2023 | $4,719,915,790 | 44 | July 28, 2023 |
| October 2024 | $6,125,288,229 | 46 | July 11, 2024 |
| October 2025 | $7,294,050,701 | 48 | March 31, 2025 |
| October 2026 | $8,687,114,705 | 42 | July 6, 2026 |

Regulatory assets under management: $3,317,946,499 in the October 2021 data and $8,687,114,705 in the October 2026 data, up 162%.
Total employees: 25 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $7,294,050,701 to $8,687,114,705 (+19%).

### January 2026
- No longer registered or notice-filed in TX.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ogam, LP (CRD 287919): Form ADV filing data as of October 2026.