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Oscar Capital Management LLC (Manhasset)


Oscar Capital Management LLC is a large advisory firm based in Manhasset. It manages $29.92 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 5 other states.

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Oscar Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oscar Capital Management: assets under management

The assets under management (AUM) of Oscar Capital Management LLC is $29.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oscar Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Manhasset

The principal office where Oscar Capital Management LLC performs its advisory services is located at 171 Elderfields Road, Manhasset, NY 11030, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-365-1483 or by fax 516-365-1490. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.oscarcap.com.


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