DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O••
Legal name O••• L•••
Latest filing Apr 1, 2026
First filing on the tape Jan 26, 2016 · 19 filings
SEC status approved since Feb 17, 2016
RAUM
$4.5B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
46
33 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
37
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$4.5B as of Apr 1, 2026
Mar 30, 2017$429M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 1, 2026
Mar 30, 20170 then
Employees (5.A)46 as of Apr 1, 2026
Mar 30, 201713 then
Private funds37 as of Apr 1, 2026
Mar 30, 20174 then
RAUM +12% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $98.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.2B, 42 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.5B99%
- Insurance companies$39.8M0.9%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 46reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.2B for 42 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.99 institutional_share=0.01 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
39 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- M••••••• N••••• I••• · Ceo And Managing Partner, Limited Partner Of Oic, L.P.controlsince 11/2015 · owns 25% to 50%
- N•••••••• G•••••• J••• · Managing Partner, Limited Partner Of Oic, L.P.controlsince 11/2015 · owns 25% to 50%
- M••••••• N••••• I••• · Managing Member Of O•••• I••••••••• C••••••• L••controlsince 11/2015 · owns 25% to 50% of O•••• I••••••••• C••••••• L••
- N•••••••• G•••••• J••• · Member Of O•••• I••••••••• C••••••• L••controlsince 11/2015 · owns 25% to 50% of O•••• I••••••••• C••••••• L••
- F••••••••• M•••• V••••• · Partner, Chief Legal Officer And Chief Compliance Officer, Limited Partner Of Oic, L.P.since 11/2015 · owns less than 5%
- S••••••••• E••••• M••••••• · Investment Partner, Limited Partner Of Oic, L.P.since 01/2021 · owns 5% to 10%
Entity owners
- O•••• I••••••••• C••••••• L•• · General Partner Of Oic, L.P.direct · owns less than 5%
Related persons
Schedule D 7.A
- O•• C••••• O••••••••• F••• I• G•• L•••bankpooled vehicle sponsorn
- O•• D• G•• L•••pooled vehicle sponsorn
- O•• G••••• F••• I• G•• L•••bankpooled vehicle sponsorn
- O•• S•••• G•• L•••pooled vehicle sponsorn
- O•• S••••••••• E••••• F••• I• G•• L•••bankpooled vehicle sponsorn
- O•• S••••••••• E••••• L•• F••• G•• L•••bankpooled vehicle sponsorn
- O•••• A• N••••••• I••••••••• F••• I• G•• L•••bankpooled vehicle sponsorn
- O•••• E••••• C••••• O••••••••• F••• I• G•• L•••bankpooled vehicle sponsorn
- O•••• E••••• C••••• O••••••••• F••• I•• G•• L•••bankpooled vehicle sponsorn
- O•••• E••••• P••••••• U••••••• F••• I• G•• L•••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Houston, TX12 employees
- London, United Kingdom
What changed
consecutive filings, newest first
- Accounts · 38 to 46Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 35 to 33Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 38 to 42Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $2.5B to $3.2BMar 31, 2025 to Mar 31, 2026
- Employees · 48 to 46Mar 31, 2025 to Mar 31, 2026
- Private funds · 34 to 37Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.0B to $4.5BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $39.8MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.0B to $4.5BMar 31, 2025 to Mar 31, 2026
- RAUM · $4.0B to $4.5BMar 31, 2025 to Mar 31, 2026
- Assets in custody · $2.2B to $2.5BSep 16, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 16, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.7B to $4.0BSep 16, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.7B to $4.0BSep 16, 2024 to Mar 31, 2025
- RAUM · $3.7B to $4.0BSep 16, 2024 to Mar 31, 2025
- Accounts · 31 to 38Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 33 to 35Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 31 to 38Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $1.5B to $2.2BMar 30, 2023 to Mar 28, 2024
- Employees · 38 to 48Mar 30, 2023 to Mar 28, 2024
- Private funds · 28 to 34Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.6B to $3.7BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.6B to $3.7BMar 30, 2023 to Mar 28, 2024
- RAUM · $2.6B to $3.7BMar 30, 2023 to Mar 28, 2024
- Accounts · 25 to 31Apr 25, 2022 to Mar 30, 2023
- Advisory employees · 24 to 33Apr 25, 2022 to Mar 30, 2023
- Pooled vehicle clients · 25 to 31Apr 25, 2022 to Mar 30, 2023
- Assets in custody · $1.2B to $1.5BApr 25, 2022 to Mar 30, 2023
- Employees · 30 to 38Apr 25, 2022 to Mar 30, 2023
- Other offices · 1 to 2Apr 25, 2022 to Mar 30, 2023
- Private funds · 23 to 28Apr 25, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.5B to $2.6BApr 25, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.5B to $2.6BApr 25, 2022 to Mar 30, 2023
- RAUM · $2.5B to $2.6BApr 25, 2022 to Mar 30, 2023
- Accounts · 22 to 25Mar 30, 2022 to Apr 25, 2022
- Business name · O•••• E••••• P•••••••• L••• to OICMar 30, 2022 to Apr 25, 2022
- Pooled vehicle clients · 22 to 25Mar 30, 2022 to Apr 25, 2022
- Private funds · 22 to 23Mar 30, 2022 to Apr 25, 2022
- Accounts · 20 to 22Feb 1, 2022 to Mar 30, 2022
- Advisory employees · 17 to 24Feb 1, 2022 to Mar 30, 2022
Signals
6 dated events
- Oic reported RAUM $3.7B, up 42% from $2.6B (2023-03-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Oic reported RAUM $2.5B, up 28% from $2.0B (2022-02-01 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Garrett Robert Rusk (Partner) no longer on Schedule A of Oic (listed 2021-03-31, absent 2022-02-01)Feb 1, 2022 · Control person left · inference
- Oic reported RAUM $1.7B, up 66% from $1.0B (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Oic reported RAUM $881.1M, up 105% from $428.8M (2017-03-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- O•••• E••••• P•••••••• L••• filed its initial SEC registration (Form ADV)Jan 26, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/orion-energy-partners/mycompanyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- OIC.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-292-0345reportedpublic record, Form ADV, Apr 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026