|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| OCM Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 332302 |
| SEC # | 801-131099 |
| CIK # | |
| AUM | $147.1 M (2025-02-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 216-456-1515 |
| Address | 401 N Michigan Avenue Chicago, IL 60611-5584 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | OCM Private Wealth Whiskey Opportunity I LP | [2025-01-11] | 8.0 | 8.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 43.3 |
| (b) Individuals (high net worth individuals) | 38 | 95.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 202 | 147.1 |
| By Discretionary | ||
| Discretionary | 202 | 147.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 202 | 147.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.1 | |
| Total | 202 | 147.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ariel Schottenstein | 1 | ||
| Mitchell Stein | 1 | ||
| Ryan Watt | 1 | ||
| Jason Tosh | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
William B Walkup & Associates Inc
✚
|
SC | 0.2 |
|
Clearpath Capital Partners LLC
✚
|
0.2 | |
|
Paragon Capital Management Inc
✚
|
UT | 0.2 |
|
Kingsbury Capital Investment Advisors LLC
✚
|
0.2 | |
|
Ohiggins Asset Management Inc
✚
|
0.2 | |
|
Peak Capital Management LLC
✚
|
CO | 0.1 |
|
Elevage Partners LLC
✚
|
NV | 0.1 |
|
V3Limited LLC
✚
|
PA | 0.1 |
|
Trent Capital Management Inc
✚
|
NC | 0.1 |
|
Bison Investment Advisors LLC
✚
|
TX | 0.1 |