# 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.

- CRD: 282499
- Legal name: OIC, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282499
- AdvisorCensus page: https://advisorcensus.com/firm/oic-new-york-ny-282499

## Quick answers

**How 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

### 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)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $4,507,710,009
- Discretionary: $4,467,910,009
- Non-discretionary: $39,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 42 | $4,467,910,009 |
| Insurance companies | 4 | $39,800,000 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 46 total, 33 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Houston, TX
- London

### Websites listed on Form ADV (Item 1.I)
- oic.com
- LinkedIn @orion-energy-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,986,287,550 | 22 | March 31, 2021 |
| October 2022 | $2,546,311,389 | 30 | April 25, 2022 |
| October 2023 | $2,608,286,278 | 38 | March 30, 2023 |
| October 2024 | $3,716,365,781 | 48 | September 16, 2024 |
| October 2025 | $4,009,747,754 | 48 | March 31, 2025 |
| October 2026 | $4,507,710,009 | 46 | April 1, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OIC (CRD 282499): Form ADV filing data as of October 2026.