Sign in
Create a free account
OFI GLOBAL INSTITUTIONAL, INC.
NEW YORK, NY
212-323-0200
SEC #801-60027Total AUM
$10.6B
Employees
220Clients
39Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
225 LIBERTY STREET, 11TH FLOOR
NEW YORK
NY 10281-1008
United States
NEW YORK
NY 10281-1008
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
212-323-0200
Other Offices
2
Financials
Total AUM
$10.6B
Accounts
47Discretionary
$9.9B
Accounts
41Non-Discretionary
$674.3M
Accounts
6
Clients
Investment Company Clients
5AUM
$1.2B
Pooled Vehicle Clients
19AUM
$5.5B
Pension/Profit Sharing Plan Clients
5AUM
$1.3B
Government Entity Clients
1AUM
$472.4M
Insurance Company Clients
1AUM
$149.1M
Sovereign Wealth Fund Clients
1AUM
$111.4M
Corporation or Business Clients
1AUM
$1.2B
Other Clients
6AUM
$674.3M
Description of Other Clients
MODEL DELIVERY
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL DELIVERY
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.