The O.H.I.O. Fund

RIASEC Registered
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 limited liability company that manages pooled investment vehicles for institutional investors. Structured to act as sponsor, general partner and managing member, the firm runs multiple private funds across private equity and real estate strategies as well as other, less conventional fund structures. It charges a mix of percentage-of-assets and performance-based fees and is owned by an individual. The firm does not describe itself as an active ESG investor and is not currently operating as a multi-state adviser. It registered with the SEC in 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
  • 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