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OCCUDO QUANTITATIVE STRATEGIES LP
OCCUDO QUANTITATIVE STRATEGIES LP is an SEC-registered investment adviser in FORT LAUDERDALE, FL, registered since 2021. The firm manages approximately $2.2...
Overview
OCCUDO QUANTITATIVE STRATEGIES LP is an SEC-registered investment adviser in FORT LAUDERDALE, FL, registered since 2021. The firm manages approximately $2.2 billion in assets. It has 5 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2014
Location
Region
North America
Country
United States
City
Fort Lauderdale
Corporate office
New York, NY, United States
Principals
Alexander Halpern
Founder & CIO
Daniel Tannenbaum
Chief Operating Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Occudo Quantitative Strategies LP?
Alexander Halpern serves as Founder and CIO, setting the firm's investment strategy. Daniel Tannenbaum is COO, overseeing operations. The investment committee includes both senior principals, with Halpern retaining final authority on allocations (public record).
How does Occudo source proprietary deal flow?
Occudo sources deals through a network of mid-market sponsors, direct corporate relationships, and a systematic screening model. The firm's quantitative toolkit flags mispriced risk in private credit and structured equity, allowing it to originate off-market opportunities alongside traditional intermediaries (Altss estimate).
Does Occudo participate in fund commitments or only direct deals?
Occudo primarily does direct deals and co-investments rather than fund commitments. The firm's quantitative model is better suited to evaluating specific assets than blind pools. However, Occudo has selectively committed to a few niche credit funds where it can negotiate co-investment rights (Altss estimate).
What investment stages does Occudo typically target?
Occudo targets mature, cash-flow-generating businesses in the lower mid-market, with deal sizes between $10 million and $100 million. It avoids early-stage venture and distressed situations, preferring structured equity and private credit in companies with stable margins and clear exit pathways (public record and Altss estimate).
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