OA PRIVATE CAPITAL

RIASEC RegisteredEst. 2016
Total AUM
$22.9B
Discretionary
$17.1B
75% of AUM
Avg account
$244M
Accounts
94
Employees
91
Advisory reps
2

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 66%, Non-Exchange Traded Equities 29%, Exchange Traded Equities 5%66%
  • Private Funds66%
  • Non-Exchange Traded Equities29%
  • Exchange Traded Equities5%

Owners & executives

2 of 2
  • DAVID REYNOLDS

    CCO and CFOCRD 5931805

  • RANDALL DAMSTRA

    President, Chief Investment OfficerCRD 2807275

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth