Oc Investment Management Lp
- Regulatory AUM
- $75.9B
- Discretionary
- $75.9B
- Clients
- 4
- Avg AUM / client
- $19.0B
- Accounts
- 4
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $75.9B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $314M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ocim Master Fund Limited master | Hedge Fund | Cayman Islands | $314M | 4 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| De La Rocha, Maria, Solange | Member | May 2021 (5y) | ≈ 0% – 2.5% via Oc Im Gp Llc | |
| Ortiz, Ivan, Gregorio | Chief Executive Officer And Limited Partner | May 2021 (5y) | 75% or more | |
| Tynes, Gary, George | Chief Compliance Officer & Chief Financial Officer | Dec 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oc Im Gp Llc | General Partner | May 2021 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- De La Rocha, Maria, Solange: 25% – 50% of Oc Im Gp Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $314M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ocim Master Fund Limited | Hedge Fund | $314M | $5.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ANNUALLY NEGOTIATED MANAGEMENT FEE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗