AdvisorCensus / Financial advisors / New York / New York / OIC
OIC is an SEC-registered investment advisory firm in New York, NY, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is OIC compensated?
On its Form ADV (Item 5.E, October 2026), OIC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is OIC located?
OIC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is OIC registered with the SEC or a state?
OIC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282499.
How much does OIC manage?
OIC reports $4,507,710,009 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (99% discretionary).
How have OIC's assets and staff changed since 2021?
In the Form ADV data for OIC: Regulatory assets under management: $1,986,287,550 in the October 2021 data and $4,507,710,009 in the October 2026 data, up 127%. Total employees: 22 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does OIC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (42); insurance companies (4).
Does OIC 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/282499
Does OIC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Typically, Fund investors are required to invest at least $5 million, but such amounts can be and have been reduced with the prior agreement of the Advisers, in their sole discretion."
What changed in OIC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 35 to 33. Regulatory assets under management went from $4,009,747,754 to $4,507,710,009 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Typically, Fund investors are required to invest at least $5 million, but such amounts can be and have been reduced with the prior agreement of the Advisers, in their sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$4,507,710,009 as of October 2026, filing dated April 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- OIC, L.P.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 46. Performing investment advisory functions: 33.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the May 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,507,710,009 | 46 | April 1, 2026 |
| October 2025 | $4,009,747,754 | 48 | March 31, 2025 |
| October 2024 | $3,716,365,781 | 48 | September 16, 2024 |
| October 2023 | $2,608,286,278 | 38 | March 30, 2023 |
| October 2022 | $2,546,311,389 | 30 | April 25, 2022 |
| October 2021 | $1,986,287,550 | 22 | March 31, 2021 |
Regulatory assets under management: $1,986,287,550 in the October 2021 data and $4,507,710,009 in the October 2026 data, up 127%.
Total employees: 22 in October 2021 and 46 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 35 to 33.
- Regulatory assets under management went from $4,009,747,754 to $4,507,710,009 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. OIC (CRD 282499): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/oic-new-york-ny-282499