Data / Investment advisers / Michigan / Oa Private Capital
Oa Private Capital, Grand Rapids, MI: $22.9 billion AUM, SEC registered investment adviser
Oa Private Capital is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $22.9 billion in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include pooled investment vehicles, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 28 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 282516
- SEC file number
- 801-107115
- SEC status
- Approved, effective January 25, 2016
- Legal name
- Ottawa Avenue Private Capital, LLC
- Main office
- 200 Monroe Avenue NW Suite 500, Grand Rapids, MI 49503
- Phone
- (616) 278-6000
- Regulatory AUM
- $22,946,378,989 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $17,103,667,013
- Non discretionary AUM
- $5,842,711,976
- Accounts
- 94
- Employees
- 91, of which 26 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 28: 28 private equity funds
- Gross assets of private funds
- $12,690,804,357
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 31 | $16.98 billion |
| High net worth individuals | 60 | $5.94 billion |
| Charitable organizations | 3 | $31.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $22.95 billion | March 31, 2026 |
| December 1, 2025 | $20.39 billion | July 23, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Red Cedar Investment Management | Grand Rapids | $3.33 billion | 1 | adviserinfo.sec.gov |
| Innovia Wealth, LLC | Grand Rapids | $3.29 billion | 2 | adviserinfo.sec.gov |
| NPF Investment Advisors | Grand Rapids | $2.69 billion | Not listed | adviserinfo.sec.gov |
| Midwest Capital Advisors, LLC | Grand Rapids | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Centennial Securities Company Inc | Grand Rapids | $1.34 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Oa Private Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.