OA Private Capital

RIASEC RegisteredEst. 2016

Total AUM

$22.9B

Discretionary

$17.1B

75% of AUM

Avg account

$244M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Grand Rapids, Michigan
CRD number: 282516
Registered since: January 25, 2016
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles73.99%
HNWI25.87%
Charitable Organizations0.14%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

OA Private Capital is organized as an LLC and operates as a private-equity fund manager and adviser. The firm registered with the SEC in 2016 and serves a mix of individual/family and institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles and portfolios for institutions, and the selection of other advisers. Structurally the firm also acts as sponsor, general partner and managing member of pooled investment vehicles, and its fee model combines a percentage-of-assets charge with performance-based fees. The firm does not characterize itself as an active ESG investor and is not flagged as a multistate adviser.