Investment adviser · CRD 282499
OIC
Investment adviser filing (IA)
OIC, L.P.
NEW YORK, NY, United States · Form ADV filed Apr 1, 2026
- Regulatory AUM
- $4.51B Form ADV · Item 5.F
- Client accounts
- 46 Accounts, not individual clients
- Employees
- 46 Reported in this filing
- Advisory professionals
- 33 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 42 | $4,467,910,009 | 99.1% |
| Insurance companies | Fewer than 5 | $39,800,000 | 0.9% |
Filing source
Form ADV 2091013 · Apr 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
46 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ORION ENERGY CREDIT OPPORTUNITIES FUND III, L.P.Private Equity Fund · Last reported Apr 1, 2026$753MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
ASANTE CAPITAL GROUP ADVISORS LLC
CRD 155178 · SEC 8-68701
RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418
Fund details & source
- Fund ID
- 805-3572600176
- Reported beneficial owners
- 60
- Minimum commitment
- $0
- Form D file number
- 021-355804
Form ADV 2091013 · Apr 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ORION ENERGY CREDIT OPPORTUNITIES FUND III PV, L.P.Private Equity Fund · Last reported Apr 1, 2026$333MGross asset value
Feeder funds
- ORION ENERGY CREDIT OPPORTUNITIES FUND III FF, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
ASANTE CAPITAL GROUP ADVISORS LLC
CRD 155178 · SEC 8-68701
Fund details & source
- Fund ID
- 805-2996772548
- Reported beneficial owners
- 11
- Minimum commitment
- $0
- Form D file number
- 021-355804
Form ADV 2091013 · Apr 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OIC CREDIT OPPORTUNITIES FUND IV, L.P.Private Equity Fund · Last reported Apr 1, 2026$282MGross asset value
Form D fundraising filings
OIC Credit Opportunities Fund IV, L.P.
Feeder funds
- OIC CREDIT OPPORTUNITIES FUND IV (ONSHORE) FF, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
PIPER SANDLER & CO.
CRD 665 · SEC 801-108049
Fund details & source
- Fund ID
- 805-8877624570
- Reported beneficial owners
- 8
- Minimum commitment
- $0
- Form D file number
- 021-499285
Form ADV 2091013 · Apr 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OIC STRUCTURED EQUITY FUND I AUS, L.P.Private Equity Fund · Last reported Apr 1, 2026$252MGross asset value
Form D fundraising filings
OIC Structured Equity Fund I AUS, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-3895209285
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-483824
Form ADV 2091013 · Apr 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ORION ENERGY CREDIT OPPORTUNITIES FUND II PV, L.P.Private Equity Fund · Last reported Apr 1, 2026$243MGross asset value
Feeder funds
- ORION ENERGY CREDIT OPPORTUNITIES FUND II FF, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
ASANTE CAPITAL GROUP ADVISORS LLC
CRD 155178 · SEC 8-68701
Fund details & source
- Fund ID
- 805-8480202312
- Reported beneficial owners
- 21
- Minimum commitment
- $0
- Form D file number
- 021-260144
Form ADV 2091013 · Apr 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OIC GROWTH FUND I AUS, L.P.Private Equity Fund · Last reported Apr 1, 2026$177MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-1219840260
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-449445
Form ADV 2091013 · Apr 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ORION ENERGY CREDIT OPPORTUNITIES FUND II, L.P.Private Equity Fund · Last reported Apr 1, 2026$155MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
ASANTE CAPITAL GROUP ADVISORS LLC
CRD 155178 · SEC 8-68701
Fund details & source
- Fund ID
- 805-5642005391
- Reported beneficial owners
- 73
- Minimum commitment
- $0
- Form D file number
- 021-260144
Form ADV 2091013 · Apr 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 1, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
292 MADISON AVENUE, SUITE 2500NEW YORK, NY, 10017, United States
CRD 282499
Filing source
Form ADV 2091013 · Apr 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.