OA Private Capital

RIASEC Registered

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 a limited liability company that operates as a private equity fund manager and adviser. The firm is SEC registered (2016) and serves both high-net-worth individuals and institutional clients. Its advisory scope includes portfolio management for individuals, pooled investment vehicles and institutions, plus the selection of other advisers. In addition to acting as an investment adviser, OA Private Capital serves as sponsor, general partner and managing member of pooled investment vehicles, indicating it both runs private funds and oversees their governance. The firm charges typical private-fund economics — a percentage-of-AUM fee combined with performance-based fees — and does not identify as an active ESG investor.