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OC INVESTMENT MANAGEMENT LP

3350 Virginia Street
Ste 540
Miami, Florida 33133
Tel: +1 305 842-5062

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About OC INVESTMENT MANAGEMENT LP

OC INVESTMENT MANAGEMENT LP, formally registered with the SEC as OC INVESTMENT MANAGEMENT LP. The firm was established in 07/12/2021. They have over 1 offices throughout the country.

OC INVESTMENT MANAGEMENT LP is a Miami, Florida based Financial Planning firm with nearly $22,910,866,310 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#314948
SEC#801-121732
Assets Managed by Firm$22,910,866,310
No. of Clients1
No. of Advisors9

Fee Structure

  • Performance Based
  • Other (ANNUALLY NEGOTIATED MANAGEMENT FEE)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total1$22,910,866,310

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