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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

OGAM, LP

CRD 287919

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7345756a-d346-b1bf-97c9-288f7e462a68

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 13
On other graphs: 3
Observed: Apr 13, 2017 to Jul 6, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ogam, LP

Private equity manager · shared crd

Independent Sponsorsidentity

Ogam, LP

Capital provider to sponsors · shared crd

Private Creditidentity

OGAM, LP

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.66 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $8.7BItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 42
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 27
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $4.6B
SEC number: 801-110456
CRD: 287919
Filings on the tape: 30
First filed: Apr 13, 2017
Latest filed: Jul 6, 2026
Organised: Limited Partnership, DE
Website: orchardglobal.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
RAINTREE CREDIT OPPORTUNITY MASTER FUND LTD	Hedge Fund	$206M	Jul 11, 2024	14	Mar 31, 2022	reported	021-404627
ELEGANTREE OPPORTUNITIES MASTER FUND III LP	Hedge Fund	$97.6M	Jul 11, 2024	11	Feb 28, 2024	reported	021-493044
FOCUSED INFRASTRUCTURE SPECIAL SITUATIONS S.A R.L.	Private Equity Fund	$94.0M	Jul 11, 2024	5	Mar 31, 2023	reported	n/a
TAIGA SPECIAL OPPORTUNITIES CO-INVEST I (DELAWARE) LLC	Private Equity Fund	$21.3M	Jul 11, 2024	4	Mar 27, 2020	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERGERON, MARC, NMN	President	Na	yes	04/2017	Apr 13, 2017	Jul 11, 2024
GENTZEL, HANS, FREDRIK	CHIEF OPERATING OFFICER	Na	yes	04/2023	May 5, 2023	Jul 11, 2024
GUO, JIN, C	CHIEF FINANCIAL OFFICER	Na	yes	10/2023	Oct 25, 2023	Jul 11, 2024
HORVATH, PAUL, DOUGLAS	CLASS A MEMBER	C	yes	07/2023	Apr 13, 2017	Jul 11, 2024
HORVATH, PAUL, DOUGLAS	CHIEF EXECUTIVE OFFICER	Na	yes	04/2017	Apr 13, 2017	Jul 11, 2024
HORVATH, PAUL, DOUGLAS	Member	D	yes	07/2023	Apr 13, 2017	Jul 11, 2024
HY STRATEGIC HOLDINGS LLC	Manager	F	yes	07/2023	Jul 28, 2023	Jul 11, 2024
OGAM GP, LLC	GENERAL PARTNER	Na	yes	02/2017	Apr 13, 2017	Jul 11, 2024
OGCG INTERMEDIATE HOLDINGS LLC	Shareholder	E	yes	09/2023	Jul 28, 2023	Jul 11, 2024
OGCG US HOLDINGS LLC	LIMITED PARTNER	E	yes	09/2023	Oct 25, 2023	Jul 11, 2024
ORCHARD GLOBAL CAPITAL GROUP INC.	Member	E	yes	09/2023	Oct 25, 2023	Jul 11, 2024
ROBERTS, SEAN, DOUGLAS	CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL	Na	yes	01/2020	Jan 7, 2020	Jul 11, 2024
Young, John, Robert	CHIEF INVESTMENT OFFICER	Na	yes	04/2017	Apr 13, 2017	Jul 11, 2024
Young, John, Robert	CLASS A MEMBER	C	yes	07/2023	Apr 13, 2017	Jul 11, 2024
Young, John, Robert	Member	C	yes	07/2023	Apr 13, 2017	Jul 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ORCHARD GLOBAL ASSET MANAGEMENT LLP	n/a	Asset manager	$11B	N	yes	n/a
BLACK FOREST GENERAL PARTNER LTD.	n/a	n/a	n/a	N	yes	n/a
CHAPELGATE GENERAL PARTNER LTD.	n/a	n/a	n/a	N	yes	n/a
ELEGANTREE OPPORTUNITIES FUND GP LTD.	n/a	n/a	n/a	N	yes	n/a
LINDENTREE GP LTD	n/a	n/a	n/a	N	yes	n/a
OGAM LTD.	n/a	n/a	n/a	N	yes	n/a
OGAM SOFISS GP S.A R.L.	n/a	n/a	n/a	N	yes	n/a
OGAM TACTICAL (GP) LTD.	n/a	n/a	n/a	N	yes	n/a
OLEA GP, LTD.	n/a	n/a	n/a	N	yes	n/a
ORCHARD GLOBAL ASSET MANAGEMENT (S) PTE LTD	n/a	n/a	n/a	N	yes	n/a
ORCHARD LIQUID CREDIT GP LTD.	n/a	n/a	n/a	N	yes	n/a
OT TREATY OAK GP LLC	n/a	n/a	n/a	N	yes	n/a
TSO GP LIMITED	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$8.7B	$4.6B	42	9	1	4	n/a
2024	Mar 31, 2025	$7.3B	$2.9B	48	9	1	4	n/a
2023	Mar 28, 2024	$6.1B	$1.7B	46	9	1	4	$419M
2022	Mar 31, 2023	$4.7B	$1.2B	44	9	1	3	$328M
2021	Mar 31, 2022	$4.0B	$299M	29	7	1	2	$275M
2020	Mar 31, 2021	$3.3B	$32.8M	25	6	1	1	$12.3M
2019	Mar 27, 2020	$2.7B	$60.3M	21	5	2	1	$22.6M
2018	Mar 30, 2019	$2.6B	$0	17	5	2	n/a	n/a
2017	Mar 28, 2018	$832M	$0	14	4	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$8.7B	$7.3B	19.1%	$4.7B	22.6%	42	48	1	1

Relationships

Affiliated with (2)

→ ORCHARD GLOBAL ASSET MANAGEMENT LLPRegistered adviserother investment adviser, bank, common control
factForm ADV
← ORCHARD GLOBAL ASSET MANAGEMENT LLPRegistered adviserother investment adviser, bank, common control
factForm ADV

Advises (4)

→ TAIGA SPECIAL OPPORTUNITIES CO-INVEST I (DELAWARE) LLCPrivate fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ FOCUSED INFRASTRUCTURE SPECIAL SITUATIONS S.A R.L.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ ELEGANTREE OPPORTUNITIES MASTER FUND III LPPrivate fundHedge Fund, IA
Feb 28, 2024 to presentfactForm ADV
→ RAINTREE CREDIT OPPORTUNITY MASTER FUND LTDPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV

Controls (11)

← HORVATH, PAUL, DOUGLASOwnerMEMBER, ownership code D, individual
Apr 13, 2017 to Jul 11, 2024factForm ADV
← GUO, JIN, COwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Oct 25, 2023 to Jul 11, 2024factForm ADV
← BERGERON, MARC, NMNOwnerPRESIDENT, ownership code NA, individual
Apr 13, 2017 to Jul 11, 2024factForm ADV
← Young, John, RobertOwnerMEMBER, ownership code C, individual
Apr 13, 2017 to Jul 11, 2024factForm ADV
← GENTZEL, HANS, FREDRIKOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
May 5, 2023 to Jul 11, 2024factForm ADV
← ROBERTS, SEAN, DOUGLASOwnerCHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL, ownership code NA, individual
Jan 7, 2020 to Jul 11, 2024factForm ADV
← HY STRATEGIC HOLDINGS LLCOwnerMANAGER, ownership code F, domestic entity
Jul 28, 2023 to Jul 11, 2024factForm ADV
← OGAM GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Apr 13, 2017 to Jul 11, 2024factForm ADV
← OGCG INTERMEDIATE HOLDINGS LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Jul 28, 2023 to Jul 11, 2024factForm ADV
← OGCG US HOLDINGS LLCOwnerLIMITED PARTNER, ownership code E, domestic entity
Oct 25, 2023 to Jul 11, 2024factForm ADV
← ORCHARD GLOBAL CAPITAL GROUP INC.OwnerMEMBER, ownership code E, domestic entity
Oct 25, 2023 to Jul 11, 2024factForm ADV

Dated events

Occurred
Jul 11, 2024
Control person left
Adam David Burke (Head Of Distribution) no longer on Schedule A of Ogam, Lp (listed 2024-03-28, absent 2024-07-11)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
Ogam, Lp reported RAUM $6.1B, up 30% from $4.7B (2024-02-28 to 2024-03-28)
Form ADVobserved 5 days ago
$1.4B
Occurred
Oct 25, 2023
Control person left
Tobin Patrick Levens (Chief Financial Officer) no longer on Schedule A of Ogam, Lp (listed 2023-07-28, absent 2023-10-25)
Form ADVobserved 5 days ago
Occurred
Oct 25, 2023
Control person joined
C Jin Guo (Chief Financial Officer) appeared on Schedule A of Ogam, Lp
Form ADVobserved 5 days ago
Occurred
May 5, 2023
Control person joined
Fredrik Hans Gentzel (Chief Operating Officer) appeared on Schedule A of Ogam, Lp
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person left
Nmn Olivia Scanlon (Chief Operating Officer) no longer on Schedule A of Ogam, Lp (listed 2022-03-31, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
Adam David Burke (Head Of Distribution) appeared on Schedule A of Ogam, Lp
Form ADVobserved 5 days ago
Occurred
Jun 15, 2021
Control person joined
Tobin Patrick Levens (Chief Financial Officer) appeared on Schedule A of Ogam, Lp
Form ADVobserved 5 days ago
Occurred
Jun 15, 2021
Control person left
Joseph Michael Ruthard (Chief Financial Officer) no longer on Schedule A of Ogam, Lp (listed 2021-04-28, absent 2021-06-15)
Form ADVobserved 5 days ago
Occurred
Jan 7, 2020
Control person joined
Douglas Sean Roberts (Chief Compliance Officer And Assistant General Counsel) appeared on Schedule A of Ogam, Lp
Form ADVobserved 5 days ago
Occurred
Dec 14, 2018
Regulatory AUM changed
Ogam, Lp reported RAUM $2.7B, up 212% from $852.6M (2018-05-03 to 2018-12-14)
Form ADVobserved 5 days ago
$1.8B
Occurred
Mar 28, 2018
Regulatory AUM changed
Ogam, Lp reported RAUM $832.4M, up 27% from $652.9M (2017-08-10 to 2018-03-28)
Form ADVobserved 5 days ago
$180M
Occurred
Apr 13, 2017
First Form ADV filing
Ogam, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7345756a-d346-b1bf-97c9-288f7e462a68
First observed: Apr 13, 2017
Last observed: Jul 6, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OGAM, LP

CRD 287919

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7345756a-d346-b1bf-97c9-288f7e462a68

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

RAINTREE CREDIT OPPORTUNITY MASTER FUND LTD

Hedge Fund

$206M

Jul 11, 2024

Mar 31, 2022

reported

021-404627

ELEGANTREE OPPORTUNITIES MASTER FUND III LP

Hedge Fund

$97.6M

Jul 11, 2024

Feb 28, 2024

reported

021-493044

FOCUSED INFRASTRUCTURE SPECIAL SITUATIONS S.A R.L.

Private Equity Fund

$94.0M

Jul 11, 2024

Mar 31, 2023

reported

n/a

TAIGA SPECIAL OPPORTUNITIES CO-INVEST I (DELAWARE) LLC

Private Equity Fund

$21.3M

Jul 11, 2024

Mar 27, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERGERON, MARC, NMN

President

yes

04/2017

Apr 13, 2017

Jul 11, 2024

GENTZEL, HANS, FREDRIK

CHIEF OPERATING OFFICER

yes

04/2023

May 5, 2023

Jul 11, 2024

GUO, JIN, C

CHIEF FINANCIAL OFFICER

yes

10/2023

Oct 25, 2023

Jul 11, 2024

HORVATH, PAUL, DOUGLAS

CLASS A MEMBER

yes

07/2023

Apr 13, 2017

Jul 11, 2024

HORVATH, PAUL, DOUGLAS

CHIEF EXECUTIVE OFFICER

yes

04/2017

Apr 13, 2017

Jul 11, 2024

HORVATH, PAUL, DOUGLAS

Member

yes

07/2023

Apr 13, 2017

Jul 11, 2024

HY STRATEGIC HOLDINGS LLC

Manager

yes

07/2023

Jul 28, 2023

Jul 11, 2024

OGAM GP, LLC

GENERAL PARTNER

yes

02/2017

Apr 13, 2017

Jul 11, 2024

OGCG INTERMEDIATE HOLDINGS LLC

Shareholder

yes

09/2023

Jul 28, 2023

Jul 11, 2024

OGCG US HOLDINGS LLC

LIMITED PARTNER

yes

09/2023

Oct 25, 2023

Jul 11, 2024

ORCHARD GLOBAL CAPITAL GROUP INC.

Member

yes

09/2023

Oct 25, 2023

Jul 11, 2024

ROBERTS, SEAN, DOUGLAS

CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL

yes

01/2020

Jan 7, 2020

Jul 11, 2024

Young, John, Robert

CHIEF INVESTMENT OFFICER

yes

04/2017

Apr 13, 2017

Jul 11, 2024

Young, John, Robert

CLASS A MEMBER

yes

07/2023

Apr 13, 2017

Jul 11, 2024

Young, John, Robert

Member

yes

07/2023

Apr 13, 2017

Jul 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ORCHARD GLOBAL ASSET MANAGEMENT LLP

n/a

Asset manager

$11B

yes

n/a

BLACK FOREST GENERAL PARTNER LTD.

n/a

yes

n/a

CHAPELGATE GENERAL PARTNER LTD.

n/a

yes

n/a

ELEGANTREE OPPORTUNITIES FUND GP LTD.

n/a

yes

n/a

LINDENTREE GP LTD

n/a

yes

n/a

OGAM LTD.

n/a

yes

n/a

OGAM SOFISS GP S.A R.L.

n/a

yes

n/a

OGAM TACTICAL (GP) LTD.

n/a

yes

n/a

OLEA GP, LTD.

n/a

yes

n/a

ORCHARD GLOBAL ASSET MANAGEMENT (S) PTE LTD

n/a

yes

n/a

ORCHARD LIQUID CREDIT GP LTD.

n/a

yes

n/a

OT TREATY OAK GP LLC

n/a

yes

n/a

TSO GP LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$8.7B

$4.6B

n/a

2024

Mar 31, 2025

$7.3B

$2.9B

n/a

2023

Mar 28, 2024

$6.1B

$1.7B

$419M

2022

Mar 31, 2023

$4.7B

$1.2B

$328M

2021

Mar 31, 2022

$4.0B

$299M

$275M

2020

Mar 31, 2021

$3.3B

$32.8M

$12.3M

2019

Mar 27, 2020

$2.7B

$60.3M

$22.6M

2018

Mar 30, 2019

$2.6B

n/a

2017

Mar 28, 2018

$832M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$8.7B

$7.3B

19.1%

$4.7B

22.6%