Firm profile

O'CONNOR ALTERNATIVE INVESTMENTS, LLC

NEW YORK, NYCRD 336332Latest ADV March 31, 2026

O'Connor Alternative Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $16.4B in regulatory assets under management, 65 employees, 1 office, and 42 accounts.

Assets Under Management
$16.4B
Employees
65
Offices
1 office
Total Clients
42
Primary office
NEW YORK, NY
110 EAST 59TH STREET, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 915-1722
WebsiteNot reported
LinkedInNot reported

Leadership

4 roles identified
CEOBrandon G. Lutnick
CCOCharles Mathys
CFODanny H. Salinas

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 85.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
85.7%
36
2
Investment Cos.
9.5%
4
3
Insurance Cos.
2.4%
1
4
Sovereign Wealth
2.4%
1
Categories with <5 clients
Insurance companies<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$16.4Bas of March 31, 2026
Discretionary100.0%
$16.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$16.4B
Total Accounts42
10Y AUM Change+$16.4B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees65
Clients per Employee1:1
10Y Employee Change+60 (+1200.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.