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| Keyboard |
| OFO Partners LLC
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|---|---|
| CRD # | 297424 |
| SEC # | 801-136025 |
| CIK # | |
| AUM | 110.0 M (2026-04-01) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 617-829-8800 |
| Address | 18 Shipyard Drive Hingham, MA 02043 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.8 |
| (b) Individuals (high net worth individuals) | 10 | 75.1 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 33.9 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 110.0 |
| By Discretionary | ||
| Discretionary | 48 | 74.4 |
| Non-Discretionary | 13 | 35.6 |
| Total | 61 | 110.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.0 | |
| Total | 61 | 110.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail |
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|
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