RIA Intel›Advisers›New York›OFI GLOBAL INSTITUTIONAL, INC.

OFI GLOBAL INSTITUTIONAL, INC.

Advisory

N·NEW YORK, NY

Data as of Mar 29, 2019 · Source: SEC Form ADV

Total AUM

$10.6B

1-Year AUM Growth

+5.0%

3-Year CAGR

+9.6%

Employees

183

Assets Under Management

Total AUM$10.6B

Discretionary AUM$9.9B

Non-Discretionary AUM$674M

Discretionary %93.6%

Total Clients—

Team

Total Employees183

Investment Advisers220

Employee Growth (1Y)—

Filing History

Total Filings on Record41

First FilingMar 26, 2002

Latest FilingMar 29, 2019

🔒 Full AUM trend chart and 41 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OFI GLOBAL INSTITUTIONAL, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.