Provided by Convergence Inc.
Institutional intelligence for the asset management industry

OC INVESTMENT MANAGEMENT

Business and Investment Profile

The OC INVESTMENT MANAGEMENT is a privately held investment adviser that advises $75.93Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. OC INVESTMENT MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 3,796,721,042,300% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 5.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3350 VIRGINIA STREET STE 540, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 15 employees comprised of 3 investment and 12 non-investment staff. The total number of Employees increased by 650% over the last 5-years.

Asset Profile

Their $75.93Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $75.93Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse and Fund of Funds, representing 100% and 0% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

OC INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: OC INVESTMENT MANAGEMENT

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: OC Investment Management
Generated 2026-09-12T06:47:47.878246.  © 2026 Convergence.