3350 Virginia Street
Ste 540
Miami, Florida 33133
Tel: +1 305 842-5062
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314948 |
| SEC# | 801-121732 |
| Assets Managed by Firm | $22,910,866,310 |
| No. of Clients | 1 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $22,910,866,310 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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