Ogam, LP (Houston)

Name: Ogam, LP
Address: 4605 Post Oak Place Drive, Houston, TX, 77027
Telephone: 1 (713) 225-5965

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.

Ogam: assets under management

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.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

What kind of clients Ogam serves?

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.

Careers at Ogam, LP

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Ogam Gp	Partner	1 Feb 2017	Other	82-0596032
John Robert Young	Chief investment officer	1 Apr 2017	Other	6770021
Michael Joseph Ruthard	Chief financial officer	1 Apr 2017	Other	6769858
Pierre François Michaud	Chief legal officer	1 Apr 2017	Other	6769853
Marc Bergeron	Chief compliance officer & president	1 Apr 2017	Other	6769849
Paul Douglas Horvath	Chief executive officer and partner	1 Apr 2017	Other	2535106
Orchard Global Capital (Group) Pte Ltd	Partner	1 Apr 2017	75% - 100%	00-0000000
Orchard Global Capital Group (S) Pte Ltd	Partner	1 Apr 2017	75% - 100%	00-0000000
Olivia Scanlon	Chief operating officer	1 Nov 2017	Other	6856465

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Wohi Ltd	Shareholder	1 Oct 2008	50% - 75%	00-0000000
Gary Wee	Shareholder	1 Oct 2008	75% - 100%	6058780
Santa Fe Group Inc.	Shareholder	1 Oct 2014	75% - 100%	00-0000000
Dalton Venture Investment Limited	Shareholder	1 Oct 2014	75% - 100%	00-0000000
Paul Douglas Horvath	Shareholder	1 Oct 2014	75% - 100%	2535106

Based in Houston

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.