OIC, L.P.
DBA: OIC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.51B |
| Discretionary | $4.47B99% of AUM |
| Non-Discretionary | $39.8M |
| Client Accounts | 46 |
| Avg Account Size | $98.0M |
| Employees | 46 |
| Peak AUM | $4.51BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.5B | +12.4% | +19.4% | +17.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $4.51B |
| Discretionary | $4.47B |
| Employees | 46 |
| Client Accounts | 46 |
Contact & Location
Address
292 MADISON AVENUE
NEW YORK NY 10017
Phone
212-292-0345
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.5B
99.1% of AUM
Non-Discretionary
$40M
0.9% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm