Ocorian

Saint Helier, United Kingdom Founded: 1971 • Age: 55 yrs Acquired By Bridgepoint Capital
Wealth management services are provided to international clients.
Annual revenue - Latest available
Total funding - 1 rounds
Employees 107 Tracked headcount
Investors 5 Known backers
Products 3 Services tracked
Competitors 2 Brand Intelligence

About Ocorian

Ocorian is a company based in Saint Helier (United Kingdom) founded in 1971 was acquired by Bridgepoint Capital in January 2016. The company has 107 employees as of December 31, 2024. Ocorian has completed 14 acquisitions, including A-Pass, Abax Corporate Services and Allegro. Ocorian offers products and services including Fund Administration, SPV Administration, and Corporate Services. Ocorian operates in a competitive market with competitors including First Names Group, among others.

  • Headquarter Saint Helier, United Kingdom
  • Employees 107 as on 31 Dec, 2024
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    $1.04 B (USD), Debt – Conventional

    Nov 06, 2024

  • Investors
  • Employee Count
    107

    as on Dec 31, 2024

  • Investments & Acquisitions
    A-Pass

    & 13 more

  • Acquired by
    Bridgepoint Capital

    (Jan 01, 2016)

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Products & Services of Ocorian

Ocorian offers a comprehensive portfolio of products and services, including Fund Administration, SPV Administration, and Corporate Services.

Product name locked
Category locked
Primary

Services for establishing and administering investment fund structures.

Product name locked
Category locked
Locked

Administration of special purpose vehicles for capital transactions.

Product name locked
Category locked
Locked

Support for incorporation, accounting, and governance of corporations.

People of Ocorian

Headcount 1000-5000
Employee Profiles 148
Employee Profiles
People
Georgia Maratier
Regional Head Of HR - Uk, Ireland And Channel Islands
People
Andrew Stewart
BD Director - Global Funds
People
Lucy Booth
Head Of Marketing - Private Clients
People
Aaron Magee
Talent Acquisition Manager

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Funding Insights of Ocorian

Investors in Ocorian

Ocorian has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include The Carlyle Group, Apollo Global Management and HPS Investment Partners.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Tailored investment solutions are provided across private and liquid credit.
Locked Locked Locked
Buyouts are targeted through private equity investments by the firm.
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Private equity investments are directed toward multiple sectors.
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Investor details for Ocorian

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Ocorian

Ocorian has strategically engaged in corporate development activities, having acquired 14 companies. Notable acquisitions include A-Pass, Abax Corporate Services and Allegro.

Investments
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Investment portfolio details for Ocorian

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Regulatory compliance services for financial sectors are provided.
Locked Locked 2014 Locked
Fund administration, tax, audit, and related services are offered.
Locked Locked 2010 Locked
Diversified investment management services are offered by Allegro.
Locked Locked 2008 Locked
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Complete acquisition details for Ocorian

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  • Acquired stakes
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  • Domains and locations

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Financial Statements - Ocorian

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Detailed financials for Ocorian

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Ocorian Comparisons

Ocorian Primary company
Description
Wealth management services are provided to international cli...
Location
Saint Helier, United Kingdom
Founded Year
1971
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
107
As of 2024
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Peer comparison for Ocorian

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Ocorian

Ocorian operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as First Names Group, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Wealth management firm
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Detailed competitors of Ocorian

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Latest news on Ocorian

Ocorian appoints Head of Sales Excellence
Privateequitywire1 year ago
Ocorian hires Gordian to expand US team
Assetservicingtimes1 year ago
Ocorian names Bailey as head of Guernsey private client
Assetservicingtimes1 year ago
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Complete news archive for Ocorian

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Ocorian

Ocorian was founded in 1971 and raised its 1st funding round 53 years after it was founded.

Ocorian is headquartered in Saint Helier, United Kingdom. It is registered at Saint Helier, Jersey, United Kingdom.

As of Dec 31, 2024, the latest employee count at Ocorian is 107.

Ocorian was founded in 1971 in Saint Helier, Channel Islands, as a provider in the financial services sector. Operations focus on wealth management, encompassing fund administration, corporate services, and capital markets support. These services are delivered across multiple jurisdictions, with an emphasis on compliance and regulatory expertise for institutional and private clients. The firms domain, ocorian.com, supports global outreach in asset management and fiduciary roles.

Ocorian's top competitors include First Names Group.

Ocorian offers Fund Administration, SPV Administration, and Corporate Services.

Ocorian has made 14 acquisitions, including A-Pass, Abax Corporate Services, and Allegro.

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