{
  "crd_number": 282499,
  "slug": "oic-new-york-ny-282499",
  "primary_business_name": "OIC",
  "legal_name": "OIC, L.P.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-02-17",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 4507710009.0,
  "raum_discretionary": 4467910009.0,
  "raum_non_discretionary": 39800000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 46,
  "advisory_employees": 33,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 39800000.0,
      "count": 4,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 4467910009.0,
      "count": 42
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/orion-energy-partners/mycompany",
    "https://oic.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282499",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/oic-new-york-ny-282499",
  "display_name": "OIC",
  "summary": "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.",
  "citation": "AdvisorCensus. OIC (CRD 282499): 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"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is OIC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), OIC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is OIC located?",
      "a": "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)."
    },
    {
      "q": "Is OIC registered with the SEC or a state?",
      "a": "OIC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282499."
    },
    {
      "q": "How much does OIC manage?",
      "a": "OIC reports $4,507,710,009 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (99% discretionary)."
    },
    {
      "q": "How have OIC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does OIC serve?",
      "a": "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)."
    },
    {
      "q": "Does OIC 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/282499"
    },
    {
      "q": "Does OIC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in OIC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1986287550.0,
      "total_employees": 22,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2546311389.0,
      "total_employees": 30,
      "filing_date": "2022-04-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2608286278.0,
      "total_employees": 38,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3716365781.0,
      "total_employees": 48,
      "filing_date": "2024-09-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4009747754.0,
      "total_employees": 48,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4507710009.0,
      "total_employees": 46,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "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/oic-new-york-ny-282499.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 4467910009.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 4,
      "fewer_than_5": true,
      "raum": 39800000.0
    }
  ],
  "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/282499",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}