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OCCUDO QUANTITATIVE STRATEGIES LP
Occudo Quantitative Strategies LP was founded in 2014 by Alexander Halpern, a former proprietary trader with a background in quantitative analysis.
OCCUDO QUANTITATIVE STRATEGIES LP
Occudo Quantitative Strategies LP was founded in 2014 by Alexander Halpern, a former proprietary trader with a background in quantitative analysis. The firm originated from Halpern's family capital, later expanding to serve a small network of high-net-worth families. Wealth origin traces to entrepreneurial trading success and early-stage technology investments (public record). Strategy centers on private credit, structured equity, and special situations, with a quantitative overlay that screens for asymmetric risk-return profiles. Occudo targets capitalization between $10 million and $100 million, often co-investing alongside institutional partners. Known deals include debt and equity positions in healthcare services and energy transition companies, though specific portfolio names remain confidential. Geographic focus is primarily North America, with selective exposure to Western Europe (Altss estimate). As of late 2024, Occudo maintains a lean team of under a dozen professionals operating from its New York headquarters. No additional offices are publicly identified. The firm has no affiliated philanthropic foundation or separate operating companies on public record. Recent activity: January 2025 — Expanded its structured equity platform, closing a $75 million co-investment in a renewable energy infrastructure project (per industry sources, January 2025). What distinguishes Occudo is its systematic risk framework applied to illiquid private assets — a quantitative-first approach more common at multi-strategy hedge funds than family offices. The firm runs proprietary valuation models that rank deals by downside deviation, a method that reduces reliance on sponsor relationships and instead prioritizes data-driven terms.
General information
Firm type
Multi Family Office
Year founded
2014
AUM
Undisclosed (Altss estimate)
Location
Region
North America
Country
United States
City
New York
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).
Is Occudo structured as a single family office or a multi-family office?
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).
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).
Where does the underlying wealth come from?
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).
What is Occudo's known posture on co-investments alongside external GPs?
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).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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