Oracle Investment Management Inc

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Assets, Funds, Holdings

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Oracle Investment Management Inc
CRD #138127
SEC #801-73596
CIK #0001012622, 0001341439
AUM
Employees 4 (75% Investors, 0% Brokers)
Phone203-862-7900
Address177 W Putnam Avenue
Greenwich, CT 06902
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
120096072048024002009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
WGS 0.0
BHVN 10.3 0.0
ARDX 0.1 0.0
SWTX 1.3 0.0
QDEL 6.7 0.0
FORA 0.1 0.0
BCRX 1.9 0.0
PHAT 0.3 0.0
EYPT 0.3 0.0
CAVA 0.0
View All
Holdings by Sector ($BB)
15012090603002013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Oracle Ten Fund LP 2019-03-29 16.7
HF Oracle Institutional Partners LP 2012-02-14 18.4
HF Oracle Offshore Limited 2012-02-14 11.4
HF Oracle Partners LP 2012-02-14 174.1
HF Oracle Ten Fund Master LP 2012-02-14 137.0
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 209.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 209.1
By Discretionary
Discretionary 3 209.1
Non-Discretionary 0 0.0
Total 3 209.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 209.1
Total 3 209.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001012622]
3 [0001012622]
4 [0001012622]
10-K [0001341439]
10-Q [0001341439]
3 [0001341439]
4 [0001341439]
8-K [0001341439]
SC 13D [0001341439]
SC 13G [0001341439]
Form 13D/13G Filer Form 13D/13G Subject Filed
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Oracle Corp Responsys Inc [2013-12-31]
Oracle Corp ACME Packet Inc [2013-02-13]
Oracle Corp Eloqua Inc [2012-12-27]
Form 3/4/5 Subject 2011 - 2024
Oracle Corp
Screven Edward
Smith Maria
Henley Jeffrey
Levey Stuart
Panetta Leon E
Ellison Lawrence Joseph
Catz Safra
Berg Jeffrey
Sikka Vishal
View All
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