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O•••• A••••••• MANAGEMENT, LLC, CRD 158515
SAN RAFAEL, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| O•••• A••••••• I••••••••• L•• | Private Equity Fund | $3.6M | May 22, 2026 | 10 | Jul 19, 2022 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| R••••••• J•••••• M••• | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | C | yes | 01/2016 | May 22, 2026 | May 22, 2026 |
| S•••••••• I•• E•••••• J••• | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | yes | 01/2018 | May 22, 2026 | May 22, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN FRANCISCO | CA | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.8B | $2.6B | 6.0% | $1.6B | 19.3% | 13 | 12 | 1 | 1 |
| D• M•••••• C••••••••• G•••••••• |
| MANAGING DIRECTOR |
| A |
| no |
| 04/2026 |
| May 22, 2026 |
| May 22, 2026 |
| G••••••• H•••••• L••••• | MANAGING DIRECTOR | A | no | 04/2026 | May 22, 2026 | May 22, 2026 |
| S•••••••• D•••• | MANAGING DIRECTOR | B | no | 03/2012 | May 22, 2026 | May 22, 2026 |
| Feb 24, 2026 |
| $2.8B |
| $1.7B |
| 13 |
| 5 |
| 1 |
| 1 |
| n/a |
| 2024 | Mar 18, 2025 | $2.6B | $1.7B | 12 | 5 | 1 | 1 | n/a |
| 2023 | Feb 28, 2024 | $2.1B | $1.3B | 12 | 4 | 1 | 1 | $1,367 |
| 2022 | Mar 1, 2023 | $1.6B | $1.2B | 10 | 4 | 0 | 1 | $0 |
| 2021 | Mar 1, 2022 | $1.7B | $1.3B | 11 | 4 | 0 | n/a | n/a |
| 2020 | Feb 23, 2021 | $1.3B | $946M | 11 | 4 | 1 | n/a | n/a |
| 2019 | Mar 17, 2020 | $952M | $695M | 10 | 4 | 1 | n/a | n/a |
| 2018 | Mar 29, 2019 | $863M | $306M | 10 | 4 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $789M | $64.5M | 10 | 4 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $683M | $4.9M | 10 | 4 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $725M | $4.3M | 11 | 4 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $830M | $4.3M | 10 | 3 | n/a | n/a | n/a |
| 2013 | Apr 1, 2014 | $842M | $0 | 9 | 3 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $785M | $0 | 8 | 3 | n/a | n/a | n/a |