Ogam, LP is a large advisory firm based in Houston. It manages $2.61 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of District of Columbia, New York, and Texas.
Ogam 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 Ogam, LP is $2.61 billion. $2.43 billion of the total AUM is attributable to clients outside of the United States.
The only and largest group of clients of Ogam is pooled investment vehicles with 3 clients and $2.43 billion of assets under management. Among the 9 most similar advisory firms, Ogam has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.43 billion for 3 clients. 64% of the firm’s clients are foreign persons or businesses.
Ogam also advises several private funds.
The company employs 17 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.
John Robert Young has served as the Chief Investment Officer since 1 Apr 2017. Olivia Scanlon joined the executive team most recently as the Chief Operating Officer.
The principal office where Ogam, LP performs its advisory services is located at 4605 Post Oak Place Drive, Houston, TX 77027, which is also the mailing address of the firm. An additional office of the firm is in Washington, DC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1 (713) 225-5965 or by fax 1 (713) 237-8140. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at orchardgroup.com.