Falists
← Back to search

OFS CAPITAL MANAGEMENT, LLC

CRD 153533 · SEC 801-71366

Visit website

222 WEST ADAMS, SUITE 1850, CHICAGO, IL, 60606, United States

Phone

847-734-2000

Fax

847-734-7910

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.76B

Discretionary AUM

$1.76B

Team

47 total employees; 23 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Investment companies2$568.2M
Business development companies2$377.1M
Pooled investment vehicles2$792.2M

States served

CA, IL, NY

All web addresses on file

Official SEC filing: View on IAPD