Occudo Quantitative Strategies LP

Fee-Only (% of Portfolio)

Occudo Quantitative Strategies provides investment sub-advisory services to private investment funds. Occudo uses computer models to pick investments in publicly traded securities. The models focus on price patterns, trading activity, and volume to identify opportunities. The firm's principals monitor the models and can make adjustments based on market conditions. Occudo's investment approach involves active trading, which may result in higher turnover and short-term capital gains.

Assets Under Management$710M
Clients2
AdvisorsN/A
Avg. per Client$360M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Occudo Quantitative Strategies does not charge a management fee. Instead, Occudo is compensated through a pre-negotiated monthly compensation draw from each fund. Additionally, Occudo receives an annual performance fee based on the net appreciation of the assets held by the client accounts.

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