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OIC
Legal name: OIC, L.P.
CRD 282499File 801-107230
APPROVED
Custody
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.51B
Top 25% of cohort (national)
Discretionary AUM
$4.47B
Non-discretionary $39.8M
Clients
46
46 accounts
Employees
46
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 17, 2016
- Principal office
- 292 MADISON AVENUE, SUITE 2500, NEW YORK, NY, 10017
- Phone
- 212-292-0345
- Website
- HTTP://OIC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.51B
- Discretionary AUM
- $4.47B
- Non-discretionary AUM
- $39.8M
- Discretionary accounts
- 42
- Non-discretionary accounts
- 4
- Total accounts
- 46
- AUM per client
- $98.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $39.8M |
| Pooled investment vehicles | 42 | $4.47B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 48 | 46 | decreased by2 |
| Apr 1, 2026 | Clients | 38 | 46 | increased by8 |
| Apr 1, 2026 | AUM | $4,009,747,754 | $4,507,710,009 | increased by$497,962,255 |
| Apr 1, 2026 | Accounts | 38 | 46 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 48 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 38 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,546,311,389 | $4,009,747,754 | increased by$1,463,436,365 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 38 | increased by13 |
| May 1, 2022 | Clients | 22 | 25 | increased by3 |
| May 1, 2022 | Accounts | 22 | 25 | increased by3 |
| Apr 1, 2022 | Employees | 22 | 30 | increased by8 |
| Apr 1, 2022 | Clients | 20 | 22 | increased by2 |
| Apr 1, 2022 | AUM | $1,986,287,550 | $2,546,311,389 | increased by$560,023,839 |
| Apr 1, 2022 | Accounts | 20 | 22 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OIC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.