DFX Intelligence

O••••••••• G••••• R••••••• P•••••• E••••• O••••••• F••• I• L•••: fund on the private equity graph | DFX Data Factory

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Private equityFundharvestprivate equity fund

O••••••••• G••••• R••••••• P•••••• E••••• O••••••• F••• I• L•••

managed by O••••••••• A••••••••• I••••••••• M••••••••• L••

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:bd17b879-a743-4398-b85d-de8c37b84663

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

O••••••••• G••••• R••••••• P•••••• E••••• O••••••• F••• I• L•••

P•••••• fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: O••••••••• A••••••••• I••••••••• M••••••••• L••
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $9.9Mas of 2024-07-02
Peak reported GAV: $39.8M
Reporting years: 13
ADV first reported: Mar 29, 2012
LPs disclosed: 0
Placement agents: 1
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Jul 2, 2024	P•••••• Equity Fund	$9.9M	20
2023	Jul 3, 2023	P•••••• Equity Fund	$16.4M	20
2022	Nov 15, 2022	P•••••• Equity Fund	$19.3M	20
2021	May 24, 2021	P•••••• Equity Fund

Relationships

Audits (1)

← Forvis LLPFirm
factForm ADV

Manages (1)

← O••••••••• A••••••••• I••••••••• M••••••••• L••FirmP•••••• Equity Fund
Mar 29, 2012 to presentfactForm ADV

Placement agent of (1)

← O••••••••• & Co. Inc.FirmRelated person
Jan 1, 2012 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Mar 29, 2012
O••••••••• G••••• R••••••• P•••••• E••••• O••••••• F••• I• L••• first reported on Form ADV by O••••••••• A••••••••• I••••••••• M••••••••• L•• (P•••••• Equity Fund), GAV $17,507,877

Provenance

Graph: Private Equity
Canonical id: dfx:pe:bd17b879-a743-4398-b85d-de8c37b84663
First observed: n/a
Last observed: Sep 13, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.