GRAND RAPIDS, MICRD 282516Latest ADV March 31, 2026
Oa Private Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 31, 2026, reports $22.9B in regulatory assets under management, 91 employee, and 94 accounts.
Assets Under Management
$22.9B
Employees
91
Offices
--
Total Clients
94
Primary office
GRAND RAPIDS, MI
200 MONROE AVENUE NW, SUITE 500, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.8% of total clients.
Top client categories% of clientsClients
1
HNWI
63.8%
60
2
Pooled Investment Vehicles
33.0%
31
3
Charitable
3.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$22.9Bas of March 31, 2026
Discretionary74.5%
$17.1B
75% of total RAUM74.5%
Non-discretionary25.5%
$5.8B
25% of total RAUM25.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$22.9B
Total Accounts94
10Y AUM Change+$16.6B (+264.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees91
Clients per Employee1:1
10Y Employee Change+56 (+160.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.