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 an LLC that operates as a manager of pooled investment vehicles, serving institutional limited partners. It functions as a sponsor, general partner and managing member across its vehicles and focuses its activity on private equity and real estate strategies within a multi-faceted fund management platform. The firm charges both a percentage-of-assets fee and performance-based fees typical for closed-end and pooled structures. According to its profile, the firm is SEC-registered (registration year listed as 2026) and is owned by an individual. It does not position itself as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or as a pension consultant. Its stated advisory work centers on portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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
  • Jonathan Wowak

    Chief Compliance OfficerCRD 5755578

  • Mark Kvamme

    Mark Kvamme

    CEO & Chief Investment OfficerCRD 6252151

  • Raymond Leach

    Raymond Leach

    President, CFOCRD 7974149

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Contacts

1 of 1
  • Michael Venerable

    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