Oa Private Capital

Oa Private Capital (CRD# 282516) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $20,209,044,347 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 Monroe Avenue Nw, Suite 500, Grand Rapids, MI 49503
https://www.linkedin.com/company/oa-private-capital/
By the Numbers
  • Total Assets Under Management
    20,209
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $237,753,463
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Oa Private Capital
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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