SourcingSourcing

OIC, L.P.

C18
CRD 282499·SEC 801-107230·NEW YORK, NY
AUM
$4.51B
$1B+
Est. Revenue
$45.1M
@ 1% on AUM
Est. EBITDA
$13.5M
@ 30% margin
Est. Deal Value
$108.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OIC, L.P.
CRD
282499
SEC file #
801-107230
EIN
000000000
DBA names
Oic

Economics

AUM
$4.51B
AUM band
$1B+
AUM trajectory
'20'26
$1.04B → $4.51B▲ +334%
Client mix
Pooled Investment Vehicles42
Insurance Companies4

Operations

Employees (total)
46
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'20'26
13 advisors → 33 advisors▲ +154%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jamesmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
linkedin.com/company/orion-energy-partners/mycompany(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASSOUH, NAZAR, ISSA
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MASSOUH, NAZAR, ISSA
NICHOLAS, GERRIT, JAAP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:oicl.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001842344
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2021-01-28
Edgar Last Filing Date
2025-07-09
Edgar Form D Count
4
Edgar Form D Offerings
2025-07-092025-07-09 · 0001842344-25-000001
2024-07-172024-07-17 · 0001842344-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Raymond James2
Full
Jpmorgan66
Raymond James4
E*trade4
Edgar Addresses
Mailing
292 MADISON AVENUESUITE 2500NEW YORK, NY 10017
Business
292 MADISON AVENUESUITE 2500NEW YORK, NY 10017
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-07-09 · 0001842344-25-000001
D/A2024-07-17 · 0001842344-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6597610
Trust Company Affiliate
Yes

People (4)

4
MASSOUH, NAZAR, ISSA
Direct Owner · 37.5%
6597610
NICHOLAS, GERRIT, JAAP
Direct Owner · 37.5%
6597608
SHOEMAKER, ETHAN, MATTOCKS
Direct Owner · 7.5%
5161605
FRIEDLAND, MARK, VICTOR
Executive Officer · 2.5%
2531776