OA PRIVATE CAPITAL
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
FINTRXOverview
OA Private Capital is a private equity–focused advisory firm and sponsor that advises pooled investment vehicles and manages separate accounts for high‑net‑worth individuals, families and institutions. The firm operates as a limited liability company, registered with the SEC in 2016, and concentrates on structuring and managing private funds while also serving as a selection agent for third‑party managers. Its advisory mandate includes portfolio management for individuals and small businesses, pooled vehicles and institutional clients, and the firm acts as sponsor, general partner and managing member on pooled investment vehicles it advises. Investment activity is centered on private funds and private equity strategies. Fee arrangements combine percentage‑of‑AUM billing with performance‑based fees consistent with typical private fund economics. OA Private Capital does not identify as an active ESG investor and is not structured as a multi‑state adviser in its filing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds66%
- Non-Exchange Traded Equities29%
- Exchange Traded Equities5%
Owners & executives
2 of 2DAVID REYNOLDS
CCO and CFOCRD 5931805
RANDALL DAMSTRA
President, Chief Investment OfficerCRD 2807275
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRAND RAPIDS, MI
KENT
Location
GRAND RAPIDS, MI
Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 200 Monroe Ave NW
- Time zone
- ET (UTC-5)
- Office locations
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