THE O.H.I.O. FUND

RIASEC RegisteredEst. 2026
Total AUM
$475M
Discretionary
$475M
100% of AUM
Avg account
$79.1M
Accounts
6
Employees
10
Advisory reps
5

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
330178
Registered since
April 29, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The O.H.I.O. Fund is a privately organized investment manager structured as a limited liability company that focuses on pooled private investment vehicles. It identifies as a multifaceted fund manager with primary classifications in private equity and real estate strategies. The firm acts as sponsor, general partner and managing member of its funds and provides portfolio management for those pooled vehicles. Its client base is institutional, and its compensation includes both a percentage-of-assets fee and performance-based fees. The manager does not position itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant. The firm is listed with an SEC registration year of 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Raymond Leach

    President, CFOCRD 7974149

  • Jill Meyer

    COOCRD 6792940

  • JONATHAN WOWAK

    Chief Compliance OfficerCRD 5755578

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Contacts

1 of 1
  • michael venerable

    DirectorCRD 6689994

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1974 E 66th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth