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

O ASSET MANAGEMENT

Business and Investment Profile

The O ASSET MANAGEMENT is a privately held investment adviser that advises $76.19mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. O ASSET MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 376.21% over the last 1-years.

Regulatory Profile

The Group has been registered with the SEC for 1.11 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 25 PARCE AVENUE, PERINTON, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 11 employees comprised of 11 investment and 0 non-investment staff. The total number of Employees increased by 10% over the last 1-years.

Asset Profile

Their $76.19mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $22.96mn or 30.13% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Quantitative Trading, representing 100% 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 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 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

O ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: O ASSET MANAGEMENT

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

View full profile
Keywords: O Asset Management
Generated 2026-09-12T06:53:48.029729.  © 2026 Convergence.