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OC INVESTMENT MANAGEMENT LP
CRD 314948File 801-121732
APPROVED
Custody
Filing as of May 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$75.93B
Top 10% of cohort (national)
Discretionary AUM
$75.93B
Clients
4
4 accounts
Employees
15
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 12, 2021
- Principal office
- 3350 VIRGINIA STREET, STE 540, MIAMI, FL, 33133
- Phone
- +1 305 813-0610
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $75.93B
- Discretionary AUM
- $75.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4
- Non-discretionary accounts
- 0
- Total accounts
- 4
- AUM per client
- $18.98B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $75.93B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ANNUALLY NEGOTIATED MANAGEMENT FEE
- 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 |
|---|---|---|---|---|
| Jun 1, 2026 | Clients | 2 | 4 | increased by2 |
| Jun 1, 2026 | AUM | $64,980,587,746 | $75,934,420,848 | increased by$10,953,833,102 |
| Jun 1, 2026 | Accounts | 2 | 4 | increased by2 |
| Apr 1, 2026 | Employees | 12 | 15 | increased by3 |
| Apr 1, 2026 | AUM | $31,387,087,244 | $64,980,587,746 | increased by$33,593,500,502 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 12 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,646,420,445 | $31,387,087,244 | increased by$18,740,666,799 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 2 | increased by1 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | AUM | $100,000,000 | $12,646,420,445 | increased by$12,546,420,445 |
| Dec 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2021 | Employees | 2 | 3 | increased by1 |
| Dec 1, 2021 | AUM | $2 | $100,000,000 | increased by$99,999,998 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OC INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OC INVESTMENT” 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.