ORACLE INVESTMENT MANAGEMENT, INC.
Adviser information for ORACLE INVESTMENT MANAGEMENT, INC. 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 | Corporation |
|---|---|
| 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 | – |
Principal Office
177 W PUTNAM AVENUEGREENWICH
CT
United States
Monday - Friday, 9 AM - 5 PM
Tel: 203-862-7900, Fax: 203-862-1613
Websites
Chief Compliance Officer
MITCHELL VOGEL
CFO
177 W PUTNAM AVENUE
GREENWICH
CT
United States
Tel:
203-862-7900
Fax:
(203) 862-1613
C*********@*****************M
(Full email address available in API data)
Industry Affiliates
| ORACLE ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ORACLE INSTITUTIONAL PARTNERS, LP | Hedge Fund | $10.0M | $1.0M | 10 |
| ORACLE PARTNERS, LP | Hedge Fund | $115.2M | $2.0M | 13 |
| ORACLE TEN FUND, LP | Hedge Fund | $3.2M | $1.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FEINBERG, LARRY, NEIL | Individual | – | SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) | 07/1993 | > 75% |
| VOGEL, MITCHELL, DAVID | Individual | – | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | 02/2020 | < 5% |
No. Employees, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AGENUS INC | COM NEW | 293K | 18K | – |
| ARDELYX INC | CALL | 2M | 260K | – |
| ARDELYX INC | COM | 11M | 1M | – |
| BIOCRYST PHARMACEUTICALS INC | COM | 3M | 536K | – |
| BIODESIX INC | COM | 44K | 29K | – |
| BIOGEN INC | COM | 559K | 2K | – |
| BIOHAVEN LTD | CALL | 4M | 115K | – |
| BIOHAVEN LTD | COM | 24M | 700K | – |
| CAVA GROUP INC | COM | 2M | 19K | – |
| EYEPOINT PHARMACEUTICALS INC | CALL | 4M | 438K | – |
| EYEPOINT PHARMACEUTICALS INC | COM NEW | 2M | 232K | – |
| FORIAN INC | COM | 4M | 1M | – |
| GENEDX HOLDINGS CORP | COM CL A | 29M | 1M | – |
| MYRIAD GENETICS INC | CALL | 2M | 75K | – |
| MYRIAD GENETICS INC | COM | 1M | 60K | – |
| PACIFIC BIOSCIENCES CALIF IN | COM | 580K | 423K | – |
| PALANTIR TECHNOLOGIES INC | CALL | 2M | 70K | – |
| PHATHOM PHARMACEUTICALS INC | COM | 2M | 225K | – |
| QUIDELORTHO CORP | COM | 4M | 118K | – |
| SPRINGWORKS THERAPEUTICS INC | CALL | 671K | 18K | – |
| SPRINGWORKS THERAPEUTICS INC | COM | 9M | 233K | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 333K | 28K | – |