Oz Management LP is a large advisory firm based in New York. It manages $43.05 billion of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.
Oz Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oz Management LP is $43.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and $37.05 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Oz Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Oz Management is pooled investment vehicles with 130 clients and $42.93 billion of assets under management. Among the 10 most similar advisory firms, Oz Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $43.05 billion for 131 clients. 65% of the firm’s clients are foreign persons or businesses.
Oz Management also advises several private funds. Namely, sixty six hedge funds, twenty two real estate funds, two other private funds, four private equity funds, and twenty five securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 421 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Michael Sipp joined the executive team most recently as the Chief Financial Officer And Executive Managing Director.
The principal office where Oz Management LP performs its advisory services is located at 9 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-790-0000 or by fax 212 887-4924. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ozcap.com and its LinkedIn profile.