Overview
OAM serves as an investment manager to private investment partnerships, separately managed
accounts and other investment vehicles organized to invest in and acquire, originate, structure and
distribute corporate debt, loans and other financial instruments related to companies in the
agriculture and industrial sectors globally.
In providing services to each Client, OAM formulates the investment objective for each Client,
directs and manages the investment and reinvestment of each Client’s assets, and provides
periodic investor reports to each Client.
For each subsequent Partnership, investment advice will be provided directly to the Partnership
and not individually to the limited partners of the Partnerships. OAM will
manage the assets of
each Partnership in accordance with the terms of the governing documents applicable to each
Partnership.
OAM also provides investment management services to institutional investors through separately
managed accounts and other investment vehicles. Separate account and other investment vehicle
management is continuously provided for each investor based on agreed upon investment
objectives.
A limited liability company formed under the laws of the state of New York in December 1998,
OAM is primarily owned by Caldwell Mead Welles and Octagon International Holdings, LLC. As
of December 31, 2022, OAM managed regulatory assets under management of $168,422,988
on a non-discretionary basis.