OCV MANAGEMENT, LLC
Adviser information for OCV MANAGEMENT, LLC last updated from Form ADV on March 29th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-113122 |
|---|---|
| SEC ERA File Number | 802-113122 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291680 |
| Legal Entity Identifier | None |
Principal Office
4700 WILSHIRE BLVD.LOS ANGELES
CA
United States
Monday - Friday, 9:00AM - 5:00PM PST
Tel: 323-860-9549, Fax: 323-297-2825
Chief Compliance Officer
MUKYA PORTER
CHIEF COMPLIANCE OFFICER
4700 WILSHIRE BLVD
LOS ANGELES
CA
United States
Tel:
323-860-7421
M******@***********M
(Full email address available in API data)
Industry Affiliates
| 432 PARK MANAGEMENT, LLC | Real estate broker or dealer |
| 4750 CO-INVESTOR, LLC | Sponsor or syndicator of limited partnerships |
| CCLA SMA I OPERATOR, LTD | Sponsor or syndicator of limited partnerships |
| CCO CAPITAL, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CCO GROUP, LLC | Sponsor or syndicator of limited partnerships |
| CIM CAPITAL CONTROLLED COMPANY MANAGEMENT, LLC | Other investment adviser, including financial planners |
| CIM CAPITAL IC MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| CIM CAPITAL RE DEBT MANAGEMENT, LLC | Other investment adviser, including financial planners |
| CIM CAPITAL REAL PROPERTY MANAGEMENT, LLC | Other investment adviser, including financial planners |
| CIM CAPITAL SA MANAGEMENT, LLC | Other investment adviser, including financial planners |
| CIM CAPITAL SECURITIES MANAGEMENT, LLC | Other investment adviser, including financial planners |
| CIM CAPITAL, LLC | Other investment adviser, including financial planners |
| CIM CONTROLLED COMPANY MANAGEMENT, LLC | Sponsor or syndicator of limited partnerships |
| CIM GROUP | Sponsor or syndicator of limited partnerships |
| CIM GROUP (AUSTRALIA) PTY LTD | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CIM GROUP, LP | Sponsor or syndicator of limited partnerships |
| CIM IL MANAGEMENT, LLC | Real estate broker or dealer |
| CIM INFRASTRUCTURE FUND II-A GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CIM INFRASTRUCTURE FUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CIM INFRASTRUCTURE III GP (LUX), S.A R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CIM JAPAN, LTD | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CIM MANAGEMENT, INC. | Real estate broker or dealer |
| CIM MD MANAGEMENT, LLC | Real estate broker or dealer |
| CIM NY MANAGEMENT, LLC | Real estate broker or dealer |
| CIM RE DEBT MANAGEMENT, LLC | Sponsor or syndicator of limited partnerships |
| CIM REAL ESTATE SERVICES, LLC | Real estate broker or dealer |
| CIM TX MANAGEMENT, LLC | Real estate broker or dealer |
| CIM VA MANAGEMENT, LLC | Real estate broker or dealer |
| COLE REAL ESTATE FINANCE MANAGEMENT, LLC | Sponsor or syndicator of limited partnerships |
| CREI ADVISORS, LLC | Real estate broker or dealer |
| OCV I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| OFS CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial planners |
| OFS CLO MANAGEMENT II, LLC | Other investment adviser, including financial planners |
| OFS CLO MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| OCV FUND I, LP | Venture Capital Fund | $132.9M | $5.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PORTER, MUKYA, SUE DENISE | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2017 | < 5% |
| Zucker, Nehemia | Individual | – | MANAGING PRINCIPAL | 01/2018 | 10-25% |
| RESSLER, RICHARD, SCOTT | Individual | THE OI3 2019 TRUST | TRUSTEE | 01/2020 | |
| THE OI3 2019 TRUST | Domestic Entity | ORCHARD INVESTMENTS, LLC | MEMBER | 01/2020 | > 75% |
| ORCHARD INVESTMENTS, LLC | Domestic Entity | – | MEMBER | 01/2022 | 50-75% |
| Bostick, Christopher, Diondrae | Individual | – | PRINCIPAL | 08/2021 | < 5% |