Oc Investment Management Lp

3350 VIRGINIA STREET, Miami, Florida 33133

SEC CRD#314948
Last ADV filed: 03/31/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee2.00%of assets under management

Detailed Fee Schedule

Funds’ Offering Documents, OCIM is entitled to receive an annual asset- based management fee of 2%, paid monthly calculated based on the value of each Limited Partner’s Capital Account as of the end of each month (the “Management Fee”), and an Incentive Fee of 20% multiplied by the amount by which

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMPerformance-based fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Oc Investment Management Lp — Fiduciary Advisor Profile | FiduciaryListings