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ORACLE INVESTMENT MANAGEMENT, INC.

Company Details

Entity Name: ORACLE INVESTMENT MANAGEMENT, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Date Formed: 28 Jun 2000 (Companies founded in June 2000)
Business ALEI: 0655407
Annual report due: 28 Jun 2025
NAICS code: 525910 - Open-End Investment Funds
Business address: 177 W Putnam Ave, Greenwich, CT, 06830-5203, United States
Mailing address: 177 W Putnam Ave, Greenwich, CT, United States, 06830-5203
ZIP code: 06830 (Companies in Fairfield, 06830)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: mvogel@oraclepartners.com

Central Index Key

CIK number Mailing Address Business Address Phone
1012622 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830 202-862-1660

Filings since 2024-08-14

Form type 13F-HR
File number 028-05592
Filing date 2024-08-14
Reporting date 2024-06-30
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Filings since 2024-05-15

Form type 13F-HR
File number 028-05592
Filing date 2024-05-15
Reporting date 2024-03-31
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Filings since 2024-02-14

Form type 13F-HR
File number 028-05592
Filing date 2024-02-14
Reporting date 2023-12-31
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Filings since 2023-11-14

Form type 13F-HR
File number 028-05592
Filing date 2023-11-14
Reporting date 2023-09-30
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Filings since 2023-08-14

Form type 13F-HR
File number 028-05592
Filing date 2023-08-14
Reporting date 2023-06-30
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Filings since 2023-05-15

Form type 13F-HR
File number 028-05592
Filing date 2023-05-15
Reporting date 2023-03-31
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Filings since 2023-02-14

Form type 13F-HR
File number 028-05592
Filing date 2023-02-14
Reporting date 2022-12-31
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Filings since 2022-11-14

Form type 13F-HR
File number 028-05592
Filing date 2022-11-14
Reporting date 2022-09-30
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Filings since 2022-08-15

Form type 13F-HR
File number 028-05592
Filing date 2022-08-15
Reporting date 2022-06-30
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Filings since 2022-05-16

Form type 13F-HR
File number 028-05592
Filing date 2022-05-16
Reporting date 2022-03-31
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Filings since 2022-02-14

Form type 13F-HR
File number 028-05592
Filing date 2022-02-14
Reporting date 2021-12-31
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Filings since 2021-11-15

Form type 13F-HR
File number 028-05592
Filing date 2021-11-15
Reporting date 2021-09-30
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Filings since 2021-08-16

Form type 13F-HR
File number 028-05592
Filing date 2021-08-16
Reporting date 2021-06-30
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Filings since 2021-05-17

Form type 13F-HR
File number 028-05592
Filing date 2021-05-17
Reporting date 2021-03-31
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Filings since 2021-02-16

Form type 13F-HR
File number 028-05592
Filing date 2021-02-16
Reporting date 2020-12-31
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Filings since 2020-11-16

Form type 13F-HR
File number 028-05592
Filing date 2020-11-16
Reporting date 2020-09-30
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Filings since 2020-08-14

Form type 13F-HR
File number 028-05592
Filing date 2020-08-14
Reporting date 2020-06-30
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Filings since 2020-05-15

Form type 13F-HR
File number 028-05592
Filing date 2020-05-15
Reporting date 2020-03-31
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Filings since 2020-02-14

Form type 13F-HR
File number 028-05592
Filing date 2020-02-14
Reporting date 2019-12-31
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Filings since 2019-11-14

Form type 13F-HR
File number 028-05592
Filing date 2019-11-14
Reporting date 2019-09-30
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Filings since 2019-08-14

Form type 13F-HR
File number 028-05592
Filing date 2019-08-14
Reporting date 2019-06-30
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Filings since 2019-05-15

Form type 13F-HR
File number 028-05592
Filing date 2019-05-15
Reporting date 2019-03-31
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Filings since 2019-02-14

Form type 13F-HR
File number 028-05592
Filing date 2019-02-14
Reporting date 2018-12-31
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Filings since 2018-11-14

Form type 13F-HR
File number 028-05592
Filing date 2018-11-14
Reporting date 2018-09-30
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Filings since 2018-08-14

Form type 13F-HR
File number 028-05592
Filing date 2018-08-14
Reporting date 2018-06-30
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Filings since 2018-05-15

Form type 13F-HR
File number 028-05592
Filing date 2018-05-15
Reporting date 2018-03-31
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Filings since 2018-02-14

Form type 13F-HR
File number 028-05592
Filing date 2018-02-14
Reporting date 2017-12-31
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Filings since 2017-12-26

Form type 3
File number 001-36593
Filing date 2017-12-26
Reporting date 2017-12-15
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Filings since 2017-12-06

Form type 4
File number 001-36385
Filing date 2017-12-06
Reporting date 2017-12-04
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Filings since 2017-11-14

Form type 13F-HR
File number 028-05592
Filing date 2017-11-14
Reporting date 2017-09-30
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Filings since 2017-08-31

Form type 4
File number 001-34810
Filing date 2017-08-31
Reporting date 2017-08-31
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Filings since 2017-08-30

Form type 4
File number 001-34810
Filing date 2017-08-30
Reporting date 2017-08-25
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Filings since 2017-08-14

Form type 13F-HR
File number 028-05592
Filing date 2017-08-14
Reporting date 2017-06-30
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Filings since 2017-05-15

Form type 13F-HR
File number 028-05592
Filing date 2017-05-15
Reporting date 2017-03-31
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Filings since 2017-02-17

Form type 4
File number 001-34810
Filing date 2017-02-17
Reporting date 2017-02-17
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Filings since 2017-02-14

Form type 13F-HR
File number 028-05592
Filing date 2017-02-14
Reporting date 2016-12-31
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Filings since 2016-11-14

Form type 13F-HR
File number 028-05592
Filing date 2016-11-14
Reporting date 2016-09-30
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Filings since 2016-08-15

Form type 13F-HR
File number 028-05592
Filing date 2016-08-15
Reporting date 2016-06-30
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Form type 13F-HR/A
File number 028-05592
Filing date 2016-08-15
Reporting date 2016-03-31
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Form type 13F-HR
File number 028-05592
Filing date 2016-05-16
Reporting date 2016-03-31
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Form type 13F-HR
File number 028-05592
Filing date 2016-02-09
Reporting date 2015-12-31
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Filings since 2015-11-16

Form type 13F-HR/A
File number 028-05592
Filing date 2015-11-16
Reporting date 2015-09-30
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Filings since 2015-11-16

Form type 13F-HR
File number 028-05592
Filing date 2015-11-16
Reporting date 2015-09-30
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Filings since 2015-08-14

Form type 13F-HR
File number 028-05592
Filing date 2015-08-14
Reporting date 2015-06-30
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Filings since 2015-07-16

Form type 4
File number 001-34810
Filing date 2015-07-16
Reporting date 2015-07-14
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Filings since 2015-05-15

Form type 13F-HR
File number 028-05592
Filing date 2015-05-15
Reporting date 2015-03-31
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Form type 13F-HR
File number 028-05592
Filing date 2015-02-17
Reporting date 2014-12-31
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Filings since 2014-12-29

Form type 4
File number 001-34810
Filing date 2014-12-29
Reporting date 2014-12-23
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Filings since 2014-11-14

Form type 13F-HR
File number 028-05592
Filing date 2014-11-14
Reporting date 2014-09-30
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Filings since 2014-08-14

Form type 13F-HR
File number 028-05592
Filing date 2014-08-14
Reporting date 2014-06-30
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Filings since 2014-05-15

Form type 13F-HR
File number 028-05592
Filing date 2014-05-15
Reporting date 2014-03-31
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Filings since 2014-02-14

Form type 13F-HR
File number 028-05592
Filing date 2014-02-14
Reporting date 2013-12-31
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Filings since 2013-12-23

Form type 4
File number 001-34810
Filing date 2013-12-23
Reporting date 2013-12-19
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Filings since 2013-11-14

Form type 13F-HR
File number 028-05592
Filing date 2013-11-14
Reporting date 2013-09-30
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Filings since 2013-08-14

Form type 13F-HR
File number 028-05592
Filing date 2013-08-14
Reporting date 2013-06-30
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Form type 3
File number 001-34810
Filing date 2013-05-23
Reporting date 2013-05-13
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Form type 13F-HR
File number 028-05592
Filing date 2013-05-15
Reporting date 2013-03-31
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Form type 13F-HR
File number 028-05592
Filing date 2013-02-14
Reporting date 2012-12-31
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Form type 13F-HR/A
File number 028-05592
Filing date 2012-12-03
Reporting date 2012-09-30
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Filings since 2012-11-14

Form type 13F-HR
File number 028-05592
Filing date 2012-11-14
Reporting date 2012-09-30
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Filings since 2012-08-14

Form type 13F-HR
File number 028-05592
Filing date 2012-08-14
Reporting date 2012-06-30
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Filings since 2012-05-03

Form type 13F-HR
File number 028-05592
Filing date 2012-05-03
Reporting date 2012-03-31
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Filings since 2012-02-10

Form type 13F-HR
File number 028-05592
Filing date 2012-02-10
Reporting date 2011-12-31
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Form type 13F-HR
File number 028-05592
Filing date 2011-11-04
Reporting date 2011-09-30
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Form type 13F-HR
File number 028-05592
Filing date 2011-08-08
Reporting date 2011-06-30
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Filings since 2011-06-23

Form type 13F-HR/A
File number 028-05592
Filing date 2011-06-23
Reporting date 2011-03-31
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Filings since 2011-05-04

Form type 13F-HR
File number 028-05592
Filing date 2011-05-04
Reporting date 2011-03-31
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Filings since 2011-02-10

Form type 13F-HR
File number 028-05592
Filing date 2011-02-10
Reporting date 2010-12-31
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Filings since 2010-11-05

Form type 13F-HR
File number 028-05592
Filing date 2010-11-05
Reporting date 2010-09-30
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Filings since 2010-08-03

Form type 13F-HR
File number 028-05592
Filing date 2010-08-03
Reporting date 2010-06-30
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Form type 13F-HR
File number 028-05592
Filing date 2010-05-11
Reporting date 2010-03-31
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Form type 13F-HR
File number 028-05592
Filing date 2010-02-12
Reporting date 2009-12-31
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Form type 13F-HR/A
File number 028-05592
Filing date 2009-12-15
Reporting date 2009-09-30
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Form type 13F-HR
File number 028-05592
Filing date 2009-11-13
Reporting date 2009-09-30
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Filings since 2009-08-13

Form type 13F-HR
File number 028-05592
Filing date 2009-08-13
Reporting date 2009-06-30
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Filings since 2009-05-12

Form type 13F-HR
File number 028-05592
Filing date 2009-05-12
Reporting date 2009-03-31
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Filings since 2009-02-17

Form type 13F-HR/A
File number 028-05592
Filing date 2009-02-17
Reporting date 2008-12-31
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Filings since 2009-02-12

Form type 13F-HR
File number 028-05592
Filing date 2009-02-12
Reporting date 2008-12-31
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Filings since 2008-11-12

Form type 13F-HR
File number 028-05592
Filing date 2008-11-12
Reporting date 2008-09-30
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Filings since 2008-08-14

Form type 13F-HR
File number 028-05592
Filing date 2008-08-14
Reporting date 2008-06-30
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Form type 4
File number 001-15771
Filing date 2008-06-10
Reporting date 2005-02-01
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Form type 3
File number 001-15771
Filing date 2008-06-10
Reporting date 2007-11-09
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Filings since 2008-05-14

Form type 13F-HR
File number 028-05592
Filing date 2008-05-14
Reporting date 2008-03-31
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Filings since 2008-02-15

Form type 13F-HR
File number 028-05592
Filing date 2008-02-15
Reporting date 2007-12-31
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Filings since 2007-11-14

Form type 13F-HR
File number 028-05592
Filing date 2007-11-14
Reporting date 2007-09-30
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Filings since 2007-08-15

Form type 13F-HR
File number 028-05592
Filing date 2007-08-15
Reporting date 2007-06-30
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Filings since 2007-05-15

Form type 13F-HR
File number 028-05592
Filing date 2007-05-15
Reporting date 2007-03-31
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Filings since 2007-02-15

Form type 13F-HR
File number 028-05592
Filing date 2007-02-15
Reporting date 2006-12-31
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Filings since 2006-11-29

Form type 13F-HR/A
File number 028-05592
Filing date 2006-11-29
Reporting date 2006-09-30
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Form type 13F-HR/A
File number 028-05592
Filing date 2006-11-20
Reporting date 2006-09-30
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Form type 13F-HR
File number 028-05592
Filing date 2006-11-17
Reporting date 2006-09-30
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Form type 13F-HR
File number 028-05592
Filing date 2006-08-14
Reporting date 2006-06-30
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Filings since 2006-05-15

Form type 13F-HR
File number 028-05592
Filing date 2006-05-15
Reporting date 2006-03-31
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Form type 13F-HR/A
File number 028-05592
Filing date 2006-03-09
Reporting date 2005-12-31
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Form type 13F-HR
File number 028-05592
Filing date 2006-02-14
Reporting date 2005-12-31
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Filings since 2005-11-14

Form type 13F-HR
File number 028-05592
Filing date 2005-11-14
Reporting date 2005-09-30
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Filings since 2005-08-10

Form type 13F-HR
File number 028-05592
Filing date 2005-08-10
Reporting date 2005-06-30
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Filings since 2005-04-18

Form type 13F-HR
File number 028-05592
Filing date 2005-04-18
Reporting date 2005-03-31
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Filings since 2005-02-25

Form type 13F-HR
File number 028-05592
Filing date 2005-02-25
Reporting date 2004-12-31
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Filings since 2004-11-15

Form type 13F-HR
File number 028-05592
Filing date 2004-11-15
Reporting date 2004-09-30
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Filings since 2004-08-18

Form type 4
File number 000-50549
Filing date 2004-08-18
Reporting date 2004-08-16
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Form type 4
File number 000-50549
Filing date 2004-02-09
Reporting date 2004-02-06
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Form type 3
File number 000-50549
Filing date 2004-02-02
Reporting date 2004-02-02
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ORACLE INVESTMENT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN 2023 133709517 2024-10-10 ORACLE INVESTMENT MANAGEMENT, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 500 WEST PUTNAM AVENUE, SUITE 400, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2024-10-10
Name of individual signing MITCHELL VOGEL
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN 2022 133709517 2023-10-11 ORACLE INVESTMENT MANAGEMENT, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 177 W PUTNAM AVENUE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing MITCHELL VOGEL
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN 2021 133709517 2022-10-12 ORACLE INVESTMENT MANAGEMENT, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 177 W PUTNAM AVENUE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing MITCHELL VOGEL
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN 2020 133709517 2021-10-12 ORACLE INVESTMENT MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 262 HARBOR DRIVE - 3RD FLOOR, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2021-10-12
Name of individual signing MITCHELL VOGEL
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN 2019 133709517 2020-10-12 ORACLE INVESTMENT MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 262 HARBOR DRIVE - 3RD FLOOR, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2020-10-12
Name of individual signing MITCHELL VOGEL
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN 2018 133709517 2019-06-10 ORACLE INVESTMENT MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 262 HARBOR DRIVE - 3RD FLOOR, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2019-06-10
Name of individual signing TINA CRONIN
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN 2017 133709517 2018-07-25 ORACLE INVESTMENT MANAGEMENT, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 262 HARBOR DRIVE - 3RD FLOOR, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2018-07-25
Name of individual signing TINA CRONIN
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN 2016 133709517 2017-06-06 ORACLE INVESTMENT MANAGEMENT, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 200 GREENWICH AVENUE, 3RD FLOOR, GREENWICH, CT, 068302506

Signature of

Role Plan administrator
Date 2017-06-06
Name of individual signing AILEEN WIATE
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT INC. EMPLOYEES RETIREMENT PLAN 2015 133709517 2016-08-23 ORACLE INVESTMENT MANAGEMENT INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 200 GREENWICH AVENUE, 3RD FLOOR, GREENWICH, CT, 068302506

Plan administrator’s name and address

Administrator’s EIN 133709517
Plan administrator’s name ORACLE INVESTMENT MANAGEMENT INC.
Plan administrator’s address 200 GREENWICH AVENUE, 3RD FLOOR, GREENWICH, CT, 068302506
Administrator’s telephone number 2038627980

Signature of

Role Plan administrator
Date 2016-08-23
Name of individual signing AILEEN WIATE
Valid signature Filed with authorized/valid electronic signature
ORACLE INVESTMENT MANAGEMENT INC. EMPLOYEES RETIREMENT PLAN 2014 133709517 2015-07-02 ORACLE INVESTMENT MANAGEMENT INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 2038627980
Plan sponsor’s address 200 GREENWICH AVENUE, 3RD FLOOR, GREENWICH, CT, 068302506

Plan administrator’s name and address

Administrator’s EIN 133709517
Plan administrator’s name ORACLE INVESTMENT MANAGEMENT INC.
Plan administrator’s address 200 GREENWICH AVENUE, 3RD FLOOR, GREENWICH, CT, 068302506
Administrator’s telephone number 2038627980

Signature of

Role Plan administrator
Date 2015-07-02
Name of individual signing AILEEN WIATE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address E-Mail
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States tcronin@oraclepartners.com

Director

Name Role Business address Residence address
LARRY N FEINBERG Director 177 W Putnam Ave, Greenwich, CT, 06830-5203, United States 500 ROUND HILL RD, GREENWICH, CT, 06831, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012150566 2024-06-28 No data Annual Report Annual Report No data
BF-0011399243 2023-06-28 No data Annual Report Annual Report No data
BF-0010214029 2022-06-16 No data Annual Report Annual Report 2022
0007353765 2021-05-27 No data Annual Report Annual Report 2021
0006900434 2020-05-08 No data Annual Report Annual Report 2020
0006556443 2019-05-13 No data Annual Report Annual Report 2019
0006220883 2018-07-24 No data Annual Report Annual Report 2018
0005847669 2017-05-22 No data Annual Report Annual Report 2017
0005564494 2016-05-17 No data Annual Report Annual Report 2016
0005471180 2016-01-25 No data Annual Report Annual Report 2015

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website