Clients
Oc Investment Management serves 4 clients. The average client has about $19 billion with the firm.
- Pooled investment vehicles4 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 4 | $75,934,420,848 | 100.0% | $18.98B |
| Total | 4 | $75,934,420,848 | 100% | $18.98B |
- Clients
- 4
- Regulatory AUM
- $75,934,420,848
- Share
- 100.0%
- Avg. per client
- $18.98B
Total
- Clients
- 4
- Regulatory AUM
- $75,934,420,848
- Share
- 100%
- Avg. per client
- $18.98B
What it does
Oc Investment Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
Oc Investment Management advises 1 private funds.
100.0% of assets ($75.93B across 4 accounts) are managed with discretion. 50% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Oc Investment Management has custody of $661.0M for 3 clients.
- All other custodians$75.93B100%
Ownership and leadership
Ivan Ortiz owns 75% or more of Oc Investment Management, and Ivan Ortiz is its CEO.
- Owns 75% or more of Oc Investment Management LP
Ivan Ortiz
Control person · since May 2021
- Owns 25% to 50% of Oc Investment Management LP
Maria De La Rocha
Control person · since May 2021
Leadership
- Ivan OrtizChief Executive Officer and Limited Partner
- Gary TynesChief Compliance Officer & Chief Financial Officer
Staff
- 15 employees
- 3 in advisory functions
Fees
Oc Investment Management is paid through a percentage of assets under management, performance-based fees and other.
Oc Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Oc Investment Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 3350 Virginia Street, Ste 540, MiamiHQ
Registration details
- Legal name
- Oc Investment Management LP
- Headquarters
- 3350 Virginia Street, Ste 540, Miami, FL 33133
- Phone
- 13058130610
- Website
- Not reported
- SEC file
- 801-121732
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Oc Investment Management have?
Oc Investment Management has 4 clients and manages $75.9 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 May 2026
What services does Oc Investment Management offer?
Oc Investment Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Oc Investment Management have?
Oc Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 15 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Oc Investment Management?
Oc Investment Management’s direct owners are Ivan Ortiz (75% or more) and Maria De La Rocha (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 May 2026
How does Oc Investment Management get paid?
Oc Investment Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file