Falists
← Back to search

OA PRIVATE CAPITAL

OTTAWA AVENUE PRIVATE CAPITAL, LLC

CRD 282516 · SEC 801-107115

Visit website

200 MONROE AVENUE NW, SUITE 500, GRAND RAPIDS, MI, 49503, United States

Phone

616-278-6000

Fax

616-643-4850

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$22.95B

Discretionary AUM

$17.10B

Team

91 total employees; 26 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 (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals60$5.94B
Pooled investment vehicles31$16.98B
Charitable organizations3$31.6M

States served

MI

All web addresses on file

Official SEC filing: View on IAPD