Oco Capital Partners LP (New York)

Oco Capital Partners LP is a large advisory firm based in New York. It manages $307.23 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018.

Oco Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oco Capital Partners: assets under management

The assets under management (AUM) of Oco Capital Partners LP is $307.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $140.15 million of the total AUM is attributable to clients outside of the United States.

The firm manages $307.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.41 million each.

Oco Capital Partners has custody of $269.42 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oco Capital Partners LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Oco Capital Partners serves?

The only and largest group of clients of Oco Capital Partners is pooled investment vehicles with 3 clients and $307.23 million of assets under management. Among the 8 most similar advisory firms, Oco Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $307.23 million for 3 clients. 66% of the firm’s clients are foreign persons or businesses.

Oco Capital Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Oco Capital Partners LP

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samuel Francis Martini	Limited partner / co-managing principal	1 Sep 2018	50% - 75%	2998486
Eric Jay Schneider	Limited partner / co-managing principal	1 Sep 2018	25% - 50%	4212276
Melinda Anna Butler	Chief financial officer / chief compliance officer	1 Sep 2018	Other	7040270
Oco Capital Partners Gp Llc	General partner	1 Sep 2018	Other	83-1863780

Based in New York

The principal office where Oco Capital Partners LP performs its advisory services is located at 810 Seventh Ave, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 929-293-0826. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.