Hedge Fund Database

OIC

OIC, L.P. Legal Name

Adviser information for OIC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 48
Investment Advisory/Research 35
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 38 $3.7B
Non-Discretionary 0 $0
Total 38 $3.7B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 38 $3.7B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 11

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-107230
SEC ERA File Number 801-107230
SEC CIK Numbers None
SEC CRD Numbers 282499
Legal Entity Identifier None

Principal Office

292 MADISON AVENUE
SUITE 2500
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-292-0345, Fax: None

Websites

www.linkedin.com/company/orion-energy-partners/mycompany/ oic.com/

Chief Compliance Officer

MARK FRIEDLAND
CHIEF LEGAL OFFICER
292 MADISON AVENUE
SUITE 2500
NEW YORK
NY
United States
Tel: 212-292-0238
(Full email address available in API data)

Regulatory Contact

KAREN VEJSELI
PARTNER
292 MADISON AVENUE
SUITE 2500
NEW YORK
NY
United States
Tel: 212-292-0235
(Full email address available in API data)

Industry Affiliates

OIC CREDIT OPPORTUNITIES FUND IV GP, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
OIC DH GP, L.P. Sponsor, GP, manager of pooled investment vehicles
OIC GROWTH FUND I GP, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
OIC SHINE GP, L.P. Sponsor, GP, manager of pooled investment vehicles
OIC STRUCTURED EQUITY FUND I GP, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
OIC STRUCTURED EQUITY LMI FUND GP, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
ORION AB NAUTILUS INFRASTRUCTURE FUND I GP, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
ORION ENERGY CREDIT OPPORTUNITIES FUND II GP, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
ORION ENERGY CREDIT OPPORTUNITIES FUND III GP, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
ORION ENERGY PARTNERS UMBRELLA FUND I GP, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
OIC CALICHE II CO-INVEST, L.P. Private Equity Fund $68.2M $0.0M 3
OIC CREDIT III SOLAR CO-INVEST, L.P. Private Equity Fund $0.0M $0.0M 3
OIC CREDIT OPPORTUNITIES FUND IV AUS, L.P. Private Equity Fund $0.0M $0.0M 1
OIC CREDIT OPPORTUNITIES FUND IV GPFA, L.P. Private Equity Fund $0.0M $0.0M 48
OIC CREDIT OPPORTUNITIES FUND IV PV, L.P. Private Equity Fund $0.0M $0.0M 4
OIC CREDIT OPPORTUNITIES FUND IV, L.P. Private Equity Fund $0.0M $0.0M 3
OIC CUMULUS CO-INVEST B, L.P. Private Equity Fund $13.6M $0.0M 3
OIC CUMULUS CO-INVEST, L.P. Private Equity Fund $57.8M $0.0M 22
OIC DH FUND, L.P. Private Equity Fund $1.6M $0.0M 62
OIC GROWTH FUND I AUS, L.P. Private Equity Fund $79.7M $0.0M 1
OIC GROWTH FUND I GPFA, L.P. Private Equity Fund $7.9M $0.0M 74
OIC GROWTH FUND I PV, L.P. Private Equity Fund $22.4M $0.0M 2
OIC GROWTH FUND I, L.P. Private Equity Fund $27.3M $0.0M 8
OIC SHINE FUND, L.P. Private Equity Fund $12.9M $0.0M 19
OIC STRUCTURED EQUITY AUS Private Equity Fund $74.1M $0.0M 2
OIC STRUCTURED EQUITY GPFA Private Equity Fund $0.4M $0.0M 14
OIC STRUCTURED EQUITY LMI FUND, L.P. Private Equity Fund $0.0M $0.0M 2
ORION AB NAUTILUS INFRASTRUCTURE FUND I, L.P. Private Equity Fund $4.5M $0.0M 9
ORION ENERGY CREDIT OPPORTUNITIES CARBONLITE CO-INVEST, L.P. Private Equity Fund $8.1M $0.0M 2
ORION ENERGY CREDIT OPPORTUNITIES FUND II GPFA, L.P. Private Equity Fund $14.6M $0.0M 73
ORION ENERGY CREDIT OPPORTUNITIES FUND II KING RANCH CO-INVESTMENT, L.P. Private Equity Fund $0.2M $0.0M 2
ORION ENERGY CREDIT OPPORTUNITIES FUND II MOHEGAN CO-INVESTMENT B, L.P. Private Equity Fund $12.9M $0.0M 2
ORION ENERGY CREDIT OPPORTUNITIES FUND II MOHEGAN CO-INVESTMENT, L.P. Private Equity Fund $18.5M $0.0M 2
ORION ENERGY CREDIT OPPORTUNITIES FUND II PV, L.P. Private Equity Fund $235.4M $0.0M 20
ORION ENERGY CREDIT OPPORTUNITIES FUND II, L.P. Private Equity Fund $147.9M $0.0M 73
ORION ENERGY CREDIT OPPORTUNITIES FUND III GPFA PV, L.P. Private Equity Fund $12.5M $0.0M 65
ORION ENERGY CREDIT OPPORTUNITIES FUND III GPFA, L.P. Private Equity Fund $23.2M $0.0M 55
ORION ENERGY CREDIT OPPORTUNITIES FUND III PV, L.P. Private Equity Fund $301.0M $0.0M 11
ORION ENERGY CREDIT OPPORTUNITIES FUND III, L.P. Private Equity Fund $669.2M $0.0M 60
ORION ENERGY CREDIT OPPORTUNITIES GCE CO-INVEST B, L.P. Private Equity Fund $65.4M $0.0M 5
ORION ENERGY CREDIT OPPORTUNITIES GCE CO-INVEST, L.P. Private Equity Fund $205.2M $0.0M 7
ORION ENERGY CREDIT OPPORTUNITIES HIGHLAND CO-INVEST B, L.P. Private Equity Fund $19.2M $0.0M 3
ORION ENERGY CREDIT OPPORTUNITIES HIGHLAND CO-INVEST, L.P. Private Equity Fund $35.6M $0.0M 2
ORION ENERGY PARTNERS UMBRELLA FUND I, L.P. Private Equity Fund $63.8M $0.0M 2

Control Persons

Name Type Entity Title Since Ownership
NICHOLAS, GERRIT, JAAP Individual – MANAGING PARTNER 11/2015 25-50%
MASSOUH, NAZAR, ISSA Individual – CEO AND MANAGING PARTNER 11/2015 25-50%
FRIEDLAND, MARK, VICTOR Individual – PARTNER, CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER 11/2015 < 5%
MASSOUH, NAZAR, ISSA Individual ORION INFRASTRUCTURE CAPITAL, LLC MANAGING MEMBER OF ORION INFRASTRUCTURE CAPITAL, LLC 11/2015 25-50%
VEJSELI, KAREN, TAME Individual – PARTNER, CHIEF FINANCIAL OFFICER 06/2016 < 5%
ORION INFRASTRUCTURE CAPITAL, LLC Domestic Entity – GENERAL PARTNER OF OIC, L.P. 01/2022 < 5%
SHOEMAKER, ETHAN, MATTOCKS Individual – INVESTMENT PARTNER 01/2021 5-10%
NICHOLAS, GERRIT, JAAP Individual ORION INFRASTRUCTURE CAPITAL, LLC MEMBER OF ORION INFRASTRUCTURE CAPITAL, LLC 11/2015 25-50%

No. Employees, Historic

5025020202021202220232024202517 on 3/30/202017 on 5/22/202022 on 3/31/202122 on 2/1/202230 on 3/30/202230 on 4/25/202238 on 3/30/202348 on 3/28/2024

RAUM, Historic

4B2B02020202120222023202420251727978484 on 3/30/20201727978484 on 5/22/20201986287550 on 3/31/20211986287550 on 2/1/20222546311389 on 3/30/20222546311389 on 4/25/20222608286278 on 3/30/20233716365781 on 3/28/2024

No. Clients, Historic

4020020202021202220232024202516 on 3/30/202016 on 5/22/202020 on 3/31/202120 on 2/1/202222 on 3/30/202225 on 4/25/202231 on 3/30/202338 on 3/28/2024