RIA Intel›Advisers›New York›OIC, L.P.

OIC, L.P.

Advisory

N·NEW YORK, NY

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM

$4.5B

1-Year AUM Growth

+42.5%

3-Year CAGR

+19.8%

Employees

33

Assets Under Management

Total AUM$4.5B

Discretionary AUM$4.5B

Non-Discretionary AUM$40M

Discretionary %99.1%

Total Clients38

Team

Total Employees33

Investment Advisers46

Employee Growth (1Y)+6.1%

Filing History

Total Filings on Record16

First FilingJan 26, 2016

Latest FilingApr 1, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 10+ 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 OIC, L.P.

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