Data / Investment advisers / Private funds / Ohio
Investment advisers in Ohio that manage private funds: 99 firms
99 investment advisers with a main office in Ohio report 719 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Fort Washington Investment Advisors Inc.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 99Advisers
- 719Private funds
- 33Exempt reporting advisers
- $85.9 billionGross assets of private funds
- November 2, 2026File date
Advisers by private funds
Ranked by the number of private funds the adviser reports in Form ADV item 7.B.(1). Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | Cincinnati | OH | 45 | 4 | 37 | Not listed | Not listed | $6.54 billion | $93.47 billion | adviserinfo.sec.gov |
| Townsend Holdings LLC | Cleveland | OH | 37 | Not listed | Not listed | Not listed | Not listed | $8.33 billion | $19.64 billion | adviserinfo.sec.gov |
| Mai Capital Management, LLC | Cleveland | OH | 33 | Not listed | 22 | Not listed | 11 | $841.3 million | $52.10 billion | adviserinfo.sec.gov |
| CM Wealth Advisors LLC | Beachwood | OH | 30 | Not listed | 21 | Not listed | Not listed | $1.55 billion | $3.60 billion | adviserinfo.sec.gov |
| Feg Private Investors, LLC | Cincinnati | OH | 27 | Not listed | 5 | Not listed | Not listed | $1.47 billion | $1.47 billion | adviserinfo.sec.gov |
| Rockbridge Capital, LLC | Columbus | OH | 23 | Not listed | 1 | Not listed | 22 | $5.19 billion | $5.01 billion | adviserinfo.sec.gov |
| Feg Investment Services, LLC | Cincinnati | OH | 21 | 2 | 3 | Not listed | Not listed | $4.88 billion | $2.23 billion | adviserinfo.sec.gov |
| Drive Capital LLC | Columbus | OH | 21 | Not listed | Not listed | 21 | Not listed | $4.38 billion | $4.38 billion | adviserinfo.sec.gov |
| Feg Curio Investment Partners, LLC | Cincinnati | OH | 20 | 4 | 11 | Not listed | 1 | $379.1 million | $195.3 million | adviserinfo.sec.gov |
| PCM Management Advisor, LLC | Chagrin Falls | OH | 18 | Not listed | 17 | Not listed | Not listed | $7.81 billion | $7.89 billion | adviserinfo.sec.gov |
| Sequoia Financial Group, L.L.C. | Akron | OH | 17 | 5 | 7 | Not listed | 4 | $1.64 billion | $32.24 billion | adviserinfo.sec.gov |
| Ancora Alternatives LLC | Cleveland | OH | 17 | 17 | Not listed | Not listed | Not listed | $1.06 billion | $1.13 billion | adviserinfo.sec.gov |
| Resilience Management | Cleveland | OH | 15 | Not listed | 15 | Not listed | Not listed | $546.3 million | $546.3 million | adviserinfo.sec.gov |
| GBX Fund Management, LTD. | Cleveland | OH | 15 | Not listed | 1 | Not listed | 13 | $64.2 million | Not listed | adviserinfo.sec.gov |
| American Money Management Corporation ("Ammc") | Cincinnati | OH | 14 | Not listed | Not listed | Not listed | Not listed | $4.14 billion | $21.32 billion | adviserinfo.sec.gov |
| Allos Venture Management Company, LTD. | Cincinnati | OH | 14 | Not listed | Not listed | 14 | Not listed | $206.1 million | Not listed | adviserinfo.sec.gov |
| Blue Point Capital Partners LLC | Cleveland | OH | 13 | Not listed | 13 | Not listed | Not listed | $1.44 billion | $1.44 billion | adviserinfo.sec.gov |
| R1 Capital, Inc. | Columbus | OH | 12 | Not listed | 11 | 1 | Not listed | $123 million | Not listed | adviserinfo.sec.gov |
| Mpe Partners | Cleveland | OH | 11 | Not listed | 11 | Not listed | Not listed | $1.44 billion | $1.44 billion | adviserinfo.sec.gov |
| Hpe Capital Management II, LLC | Cincinnati | OH | 11 | Not listed | 5 | 4 | Not listed | $1.16 billion | $840.5 million | adviserinfo.sec.gov |
| RC Capital | Cincinnati | OH | 11 | Not listed | 11 | Not listed | Not listed | $487.6 million | $682.1 million | adviserinfo.sec.gov |
| Weinberg Capital Group, Inc. | Pepper Pike | OH | 10 | Not listed | 10 | Not listed | Not listed | $92.7 million | Not listed | adviserinfo.sec.gov |
| SWS Partners, LLC | Columbus | OH | 10 | 1 | 9 | Not listed | Not listed | $12.6 million | $442.6 million | adviserinfo.sec.gov |
| The Connor Group Fund Manager, LLC | Miamisburg | OH | 9 | Not listed | Not listed | Not listed | 9 | $409.4 million | $494.3 million | adviserinfo.sec.gov |
| Viking Partners Advisors | Cincinnati | OH | 9 | Not listed | Not listed | Not listed | 9 | $375 million | $375 million | adviserinfo.sec.gov |
| Saas Capital, LLC | Cincinnati | OH | 9 | Not listed | Not listed | Not listed | Not listed | $244.9 million | $244.9 million | adviserinfo.sec.gov |
| Cincytech | Cincinnati | OH | 9 | Not listed | Not listed | 9 | Not listed | $117 million | Not listed | adviserinfo.sec.gov |
| Ellsworth Advisors, LLC | Hudson | OH | 9 | Not listed | 9 | Not listed | Not listed | $30.6 million | $1.41 billion | adviserinfo.sec.gov |
| White Oak Partners Investment Advisor, LLC | Westerville | OH | 8 | Not listed | Not listed | Not listed | 8 | $2.02 billion | $1.83 billion | adviserinfo.sec.gov |
| Heartland Group Holdings LLC | Columbus | OH | 8 | Not listed | 1 | 7 | Not listed | $76 million | Not listed | adviserinfo.sec.gov |
| Buoyant Ventures Management, LLC | Beachwood | OH | 8 | Not listed | Not listed | 8 | Not listed | $75.1 million | Not listed | adviserinfo.sec.gov |
| Align Capital Partners, LP | Shaker Heights | OH | 7 | Not listed | 7 | Not listed | Not listed | $1.92 billion | $2.41 billion | adviserinfo.sec.gov |
| Empeiria Capital Management, LLC | Cincinnati | OH | 7 | Not listed | 7 | Not listed | Not listed | $322.1 million | $339.4 million | adviserinfo.sec.gov |
| Kirtland Capital Partners | Orange Village | OH | 7 | Not listed | 3 | Not listed | Not listed | $86.5 million | Not listed | adviserinfo.sec.gov |
| H Venture Partners | Cincinnati | OH | 7 | Not listed | Not listed | 7 | Not listed | $41.6 million | Not listed | adviserinfo.sec.gov |
| Idr Investment Management, LLC | Independence | OH | 6 | Not listed | Not listed | Not listed | 5 | $9.18 billion | $10.19 billion | adviserinfo.sec.gov |
| Claymore Capital Partners | Cincinnati | OH | 6 | Not listed | 6 | Not listed | Not listed | $356.9 million | $183.9 million | adviserinfo.sec.gov |
| The O.H.I.O. Fund | Cleveland | OH | 6 | Not listed | 3 | Not listed | 1 | $349.2 million | $474.6 million | adviserinfo.sec.gov |
| Virtera Partners LLC | Pepper Pike | OH | 6 | Not listed | Not listed | Not listed | Not listed | $224.1 million | $451.8 million | adviserinfo.sec.gov |
| Cincytech, LLC | Cincinnati | OH | 6 | Not listed | 2 | 4 | Not listed | $60.1 million | Not listed | adviserinfo.sec.gov |
| Argentarii, LLC | Cincinnati | OH | 6 | Not listed | Not listed | Not listed | 5 | $25.2 million | $431.9 million | adviserinfo.sec.gov |
| Strategic Value Bank Partners LLC | Cleveland | OH | 5 | 1 | 4 | Not listed | Not listed | $574.1 million | $774.1 million | adviserinfo.sec.gov |
| Org Portfolio Management LLC | Beachwood | OH | 5 | Not listed | Not listed | Not listed | Not listed | $554 million | $6.38 billion | adviserinfo.sec.gov |
| Cyprium Partners | Cleveland | OH | 5 | Not listed | 5 | Not listed | Not listed | $544 million | $760.2 million | adviserinfo.sec.gov |
| Brixey & Meyer Capital LLC | Cincinnati | OH | 5 | Not listed | 5 | Not listed | Not listed | $201.8 million | $201.8 million | adviserinfo.sec.gov |
| Seniors Housing Fund Manager LLC | Toledo | OH | 4 | Not listed | Not listed | Not listed | 4 | $2.18 billion | $3.79 billion | adviserinfo.sec.gov |
| Constellation Wealth Advisors | Cincinnati | OH | 4 | Not listed | 4 | Not listed | Not listed | $1.19 billion | $5.40 billion | adviserinfo.sec.gov |
| Timber Bay Partners, LLC | Cincinnati | OH | 4 | Not listed | 4 | Not listed | Not listed | $1.05 billion | $1.05 billion | adviserinfo.sec.gov |
| Stonehenge Partners, Corp. | Columbus | OH | 4 | Not listed | 2 | Not listed | Not listed | $593.6 million | Not listed | adviserinfo.sec.gov |
| Constellation Investments, Inc. | Montgomery | OH | 4 | Not listed | Not listed | Not listed | Not listed | $473.2 million | $31.48 billion | adviserinfo.sec.gov |
| Edgewater Capital Partners | Independence | OH | 4 | Not listed | 4 | Not listed | Not listed | $466.8 million | $466.8 million | adviserinfo.sec.gov |
| Elizabeth Park Capital Management, LTD | Pepper Pike | OH | 4 | 3 | 1 | Not listed | Not listed | $393.9 million | $393.9 million | adviserinfo.sec.gov |
| Windsor Advisory Group, LLC | Columbus | OH | 4 | Not listed | Not listed | Not listed | Not listed | $284.9 million | $2.92 billion | adviserinfo.sec.gov |
| CW Industrial Partners, LLC | Cleveland | OH | 4 | Not listed | 4 | Not listed | Not listed | $283.9 million | $283.9 million | adviserinfo.sec.gov |
| Cleveland Capital Management, L.L.C. | Rocky River | OH | 4 | 1 | 3 | Not listed | Not listed | $215.8 million | $215.8 million | adviserinfo.sec.gov |
| Cintrifuse Capital | Cincinnati | OH | 4 | Not listed | Not listed | 1 | Not listed | $180.1 million | $180.1 million | adviserinfo.sec.gov |
| Preservation Fund Management LLC | Cleveland | OH | 4 | Not listed | Not listed | Not listed | 4 | $109.4 million | Not listed | adviserinfo.sec.gov |
| Maywic Management, LLC | Cincinnati | OH | 4 | Not listed | Not listed | 4 | Not listed | $72.4 million | Not listed | adviserinfo.sec.gov |
| McDonald Partners LLC | Cleveland | OH | 4 | Not listed | 4 | Not listed | Not listed | $19.8 million | $1.28 billion | adviserinfo.sec.gov |
| Clearstead; Clearstead Advisory Solutions | Cleveland | OH | 3 | Not listed | 3 | Not listed | Not listed | $173.5 million | $33.88 billion | adviserinfo.sec.gov |
| Clutterbuck Capital Management LLC | Cleveland | OH | 3 | 3 | Not listed | Not listed | Not listed | $154.8 million | $233.4 million | adviserinfo.sec.gov |
| Refinery Ventures Management, LLC | Cincinnati | OH | 3 | Not listed | Not listed | 3 | Not listed | $54.7 million | Not listed | adviserinfo.sec.gov |
| MCM Capital Advisors III, LLC | Beachwood | OH | 3 | Not listed | 3 | Not listed | Not listed | $40.6 million | Not listed | adviserinfo.sec.gov |
| NCT Fund Management, LLC | Columbus | OH | 3 | Not listed | Not listed | 3 | Not listed | $39.2 million | Not listed | adviserinfo.sec.gov |
| Gryphon Financial Partners | Columbus | OH | 3 | Not listed | 1 | Not listed | 2 | $31.8 million | $2.44 billion | adviserinfo.sec.gov |
| Fifth Third Wealth Advisors LLC | Cincinnati | OH | 3 | Not listed | 2 | Not listed | 1 | $3.4 million | $7.80 billion | adviserinfo.sec.gov |
| Gatepass Capital, LLC | Independence | OH | 3 | Not listed | 3 | Not listed | Not listed | $3.2 million | $299.1 million | adviserinfo.sec.gov |
| Glasfunds, LLC | Cleveland | OH | 2 | Not listed | 2 | Not listed | Not listed | $2.36 billion | $3.28 billion | adviserinfo.sec.gov |
| Nationwide Asset Management, LLC | Columbus | OH | 2 | Not listed | Not listed | Not listed | Not listed | $1.51 billion | $15.19 billion | adviserinfo.sec.gov |
| Citymark Capital Management Company LLC | Cleveland | OH | 2 | Not listed | Not listed | Not listed | 2 | $582.8 million | $582.8 million | adviserinfo.sec.gov |
| Narya Capital Management, LLC | Columbus | OH | 2 | Not listed | Not listed | 2 | Not listed | $333.3 million | Not listed | adviserinfo.sec.gov |
| Bright Path Sports Partners, LLC | Cleveland | OH | 2 | Not listed | Not listed | Not listed | Not listed | $194.8 million | $194.8 million | adviserinfo.sec.gov |
| Boyd Watterson Asset Management, LLC | Cleveland | OH | 2 | Not listed | Not listed | Not listed | 1 | $161.2 million | $18.81 billion | adviserinfo.sec.gov |
| Ardlussa Capital, LLC | Cincinnati | OH | 2 | Not listed | 2 | Not listed | Not listed | $143.1 million | Not listed | adviserinfo.sec.gov |
| Hamilton Capital | Columbus | OH | 2 | Not listed | Not listed | Not listed | 2 | $18.2 million | $4.94 billion | adviserinfo.sec.gov |
| Alan B. Lancz & Associates, Inc. | Toledo | OH | 2 | Not listed | 2 | Not listed | Not listed | $4.7 million | $175.4 million | adviserinfo.sec.gov |
| Fillmore Capital Partners, LLC | Powell | OH | 1 | Not listed | Not listed | Not listed | 1 | $247.1 million | $247.1 million | adviserinfo.sec.gov |
| Turncap Management LLC | Beachwood | OH | 1 | Not listed | Not listed | Not listed | 1 | $112.5 million | Not listed | adviserinfo.sec.gov |
| Shaker Investments | Beachwood | OH | 1 | 1 | Not listed | Not listed | Not listed | $102.6 million | $258.8 million | adviserinfo.sec.gov |
| Mt. Rainier Group, LLC | Miamisburg | OH | 1 | Not listed | 1 | Not listed | Not listed | $81.6 million | Not listed | adviserinfo.sec.gov |
| Huffman Prairie Holdings, LLC | Miamisburg | OH | 1 | 1 | Not listed | Not listed | Not listed | $73 million | Not listed | adviserinfo.sec.gov |
| Grandview Partners Management, LLC | Columbus | OH | 1 | Not listed | 1 | Not listed | Not listed | $50.6 million | Not listed | adviserinfo.sec.gov |
| Oif Management Corp. | Dublin | OH | 1 | Not listed | Not listed | 1 | Not listed | $49.9 million | Not listed | adviserinfo.sec.gov |
| Mariemont Capital LLC | Cincinnati | OH | 1 | Not listed | Not listed | Not listed | Not listed | $45.3 million | Not listed | adviserinfo.sec.gov |
| Scaleco Capital | Cleveland | OH | 1 | Not listed | 1 | Not listed | Not listed | $42 million | Not listed | adviserinfo.sec.gov |
| PMC Sports | Gahanna | OH | 1 | Not listed | Not listed | 1 | Not listed | $39.8 million | Not listed | adviserinfo.sec.gov |
| Oif Management II, L.L.C. | Dublin | OH | 1 | Not listed | Not listed | 1 | Not listed | $34.4 million | Not listed | adviserinfo.sec.gov |
| Watermark Investment Management Company, LLC | Columbus | OH | 1 | Not listed | 1 | Not listed | Not listed | $32 million | Not listed | adviserinfo.sec.gov |
| Diamond Hill Capital Management, LLC | Columbus | OH | 1 | 1 | Not listed | Not listed | Not listed | $31 million | $29.38 billion | adviserinfo.sec.gov |
| Maywic III GP, LLC | Cincinnati | OH | 1 | Not listed | Not listed | 1 | Not listed | $28.3 million | Not listed | adviserinfo.sec.gov |
| Eta Capital Fund Management, LLC | Cincinnati | OH | 1 | Not listed | Not listed | 1 | Not listed | $26.3 million | Not listed | adviserinfo.sec.gov |
| Core Investment Advisors LLC | Columbus | OH | 1 | Not listed | Not listed | Not listed | 1 | $16.7 million | Not listed | adviserinfo.sec.gov |
| Schear Investment Advisors, LLC | Cincinnati | OH | 1 | 1 | Not listed | Not listed | Not listed | $12.2 million | $268.8 million | adviserinfo.sec.gov |
| Qovex Inc | Cleveland | OH | 1 | Not listed | 1 | Not listed | Not listed | $10 million | Not listed | adviserinfo.sec.gov |
| G2 Capital Management, LLC | Columbus | OH | 1 | Not listed | Not listed | Not listed | 1 | $3.3 million | $756.5 million | adviserinfo.sec.gov |
| Formidable Asset Management, LLC | Cincinnati | OH | 1 | 1 | Not listed | Not listed | Not listed | $1.8 million | $903 million | adviserinfo.sec.gov |
| Trinity Financial Advisors LLC | Columbus | OH | 1 | Not listed | 1 | Not listed | Not listed | $1.5 million | $670 million | adviserinfo.sec.gov |
| Camelot Event-Driven Advisors, LLC | Maumee | OH | 1 | 1 | Not listed | Not listed | Not listed | $361,838 | $107.8 million | adviserinfo.sec.gov |
| Uprety Capital | West Chester | OH | 1 | 1 | Not listed | Not listed | Not listed | $216,300 | Not listed | adviserinfo.sec.gov |
Also on SpecStream
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.