# OFI GLOBAL INSTITUTIONAL, INC.

OFI GLOBAL INSTITUTIONAL, INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 110363
- Type: SEC-registered investment adviser
- SEC file number: 801-60027
- Location: 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 10281-1008
- Phone: 212-323-0200
- Latest filing: 2019-03-29
- Regulatory AUM: $10.6B
- Discretionary AUM: $9.9B
- Non-discretionary AUM: $674.3M
- Clients: 220
- Accounts: 47

## Officers, owners & control persons (35)

_Showing 25 of 35 people._

| Name | Role | Location |
| --- | --- | --- |
| JAUME WILLIAM | COO & CCO; SENIOR VICE PRESIDENT | — |
| MCKENZIE CHARLES LLOYD | CEO, DIRECTOR, SENIOR MANAGING DIRECTOR; CEO,PRESIDENT, DIRECTOR, SENIOR MANAGING DIRECTOR; CHAIRMAN, CEO, DIRECTOR, CHIEF INVESTMENT OFFICER (+1 more) | — |
| WIXTED BRIAN WILLIAM | TREASURER | — |
| MURPHY JOHN VINCENT | DIRECTOR | — |
| ZACK ROBERT GREGORY | SENIOR VICE PRESIDENT & GENERAL COUNSEL | — |
| WOLFGRUBER KURT JOHN | DIRECTOR; DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| VANDEHEY MARK STEPHEN | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| BISBEY PATRICK MARTIN | DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS | — |
| KUNES LAMAR VINCENT | DIRECTOR OF FINANCE; PRESIDENT; VICE PRESIDENT (+2 more) | — |
| LIEB JOHN BERNARD | CHIEF OPERATING OFFICER | — |
| PROPER LORI JEAN | DIRECTOR OF COMPLIANCE | — |
| WERDMOLDER DIEDERIK | SENIOR VICE PRESIDENT | — |
| HUTTLIN JOHN ALLEN | SENIOR VICE PRESIDENT | — |
| MANIOUDAKIS ANGELO GEORGE | SENIOR VICE PRESIDENT | — |
| LAGARCE JEFFREY P | CHAIRMAN, CEO, PRESIDENT, DIRECTOR; PRESIDENT | — |
| PFEFFER DAVID MATTHEW | DIRECTOR; DIRECTOR AND CHIEF FINANCIAL OFFICER; DIRECTOR AND EXECUTIVE VICE PRESIDENT | — |
| DONOHUE ANDREW JOHN | CLO, DIRECTOR | — |
| PADDON STEVEN WILLIAM | PRESIDENT | — |
| GLAVIN WILLIAM FRANCIS | DIRECTOR | — |
| MACASKILL BRIDGET ANN | DIRECTOR | — |
| LAGARCE JEFFERY PAUL | PRESIDENT, CHIEF MARKETING OFFICER | — |
| PICCIOTTO MARY ANN | CHIEF COMPLIANCE OFFICER | — |
| FELD KATHERINE PHOEBE | SECRETARY | — |
| GRIFFITHS JEREMY HUGH | EXECUTIVE VICE PRESIDENT | — |
| SCHULTZ DAVID CARL | CEO, PRESIDENT & DIRECTOR | — |


## Private funds (7)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| OFI GLOBAL: EMERGING MARKETS EQUITY FUND, LP | Hedge Fund | — | 29 | $1.1B | $500K |
| OFI GLOBAL: EMERGING MARKETS INNOVATORS FUND, LP | Hedge Fund | — | 2 | $117.8M | $5.0M |
| OFI GLOBAL: INTERNATIONAL GROWTH FUND, LP | Hedge Fund | — | 6 | $70.1M | $500K |
| OFI GLOBAL: SMALL CAP GROWTH FUND, LLC | Hedge Fund | — | 2 | $51.4M | $500K |
| OFI GLOBAL: CAT BOND FUND, LP | Hedge Fund | — | 3 | $16.3M | $250K |
| OFI GLOBAL: SENIOR LOAN FUND, LLC | Hedge Fund | — | 2 | — | $500K |
| OFI GLOBAL: CLOSED-END ARBITRAGE FUND, LLC | Hedge Fund | — | 1 | — | $1.0M |


## Fund service providers (2)

- administrator: OFI GLOBAL TRUST COMPANY — 5 funds
- administrator: BROWN BROTHERS HARRIMAN & CO.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110363/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110363/similar
- Related entities: https://search.stillhousedata.com/firm/110363/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110363

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.