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O'CONNOR ALTERNATIVE INVESTMENTS, LLC

CRD 336332File 801-133741
APPROVED
Custody
Disclosure events
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$16.37B
Top 10% of cohort (national)
Discretionary AUM
$16.37B
Clients
42
42 accounts
Employees
65
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jun 23, 2025
Principal office
110 EAST 59TH STREET, NEW YORK, NY, 10022
Phone
212-915-1722
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$16.37B
Discretionary AUM
$16.37B
Non-discretionary AUM
$0
Discretionary accounts
42
Non-discretionary accounts
0
Total accounts
42
AUM per client
$389.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Non-U.S. personsFewer than 5$1.28B
Insurance companiesFewer than 5$36.2M
Investment companies4$2.05B
Pooled investment vehicles36$13.01B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromTo
Aug 17, 2026Custodyfalsetrue
Aug 12, 2026RegistrationAPPROVED

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.