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).

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).

Occudo operates as a multi-family office, managing capital for Halpern's family plus a select group of external families. The firm accepts a limited number of co-investors, typically requiring a minimum commitment of $10 million (per public record and Altss estimate).

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).

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).

The founding family's wealth originated from Alex Halpern's proprietary trading career and early investments in technology ventures. The firm's external families include entrepreneurs and executives from finance and technology sectors, though specific names are not publicly disclosed (public record).

Occudo co-invests frequently alongside mid-market private equity firms and credit funds. The firm's quantitative model is designed to assess downside risk in deal structures, which makes it a complementary partner for GPs seeking a sophisticated, data-focused co-investor. Occudo typically holds minority positions and does not seek board seats (Altss estimate).