DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

O••• P••••••• M•••••• L•

ASSET M••••••Toronto, CRD 160923SEC 801-74110websiteIAPD
Latest filing Aug 27, 2026
First filing on the tape Feb 14, 2012 · 26 filings
SEC status approved since Mar 15, 2012
RAUM
$22B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
180
39 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
35
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$22B as of Aug 27, 2026
Mar 28, 2013$10B then
HNW client RAUM$0 as of Aug 27, 2026
Mar 27, 2020$0 then
State-registered IARs (5.B.3)0 as of Aug 27, 2026
Mar 28, 20130 then
Employees (5.A)180 as of Aug 27, 2026
Mar 28, 201386 then
Private funds35 as of Aug 27, 2026
Mar 28, 201317 then
RAUM +8.9% over the last fiscal year+5.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 27, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$642MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
+8.9%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$22B, 35 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$22B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
35reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$22B for 35 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      45 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      O••• P••••••• V• L•Private Equity Fund$7.5B64Mar 29, 2018
      O••• P••••••• I• L•Private Equity Fund$4.1B76Mar 27, 2014
      O••• P••••••• V•• L•Private Equity Fund$2.4B17Mar 29, 2018
      O••• P••••••• I•• L•Private Equity Fund$1.0B94Feb 14, 2012
      O••• F•• C•••••••• L•Private Equity Fund$868M20Mar 27, 2020
      O••• F•• L•Private Equity Fund$803M17Mar 27, 2020
      O••• P••••••• R••••• C• L•Private Equity Fund$795M16Mar 28, 2024
      O••• P••••••• V• P• L•Private Equity Fund$580M9Mar 29, 2018
      O••• F•• I• L•Private Equity Fund$495M1Mar 31, 2021
      O••• N•••• S••• C•••••••• L•Private Equity Fund$435M22Mar 31, 2022
      O••• P••••••• V• P••• L•Private Equity Fund$382M3Mar 29, 2018
      O••• O• C•••••••• L•Private Equity Fund$321M21Mar 31, 2021
      O••• P••••••• I• R•• H••••••• L•no longer reportedPrivate Equity Fund$299M72Feb 14, 2012
      O••• A•••••• C•••••••• L•no longer reportedPrivate Equity Fund$269M6Feb 14, 2012
      O••• F•• I•• L•Private Equity Fund$222M16Mar 31, 2021
      O••• P••••••• I• G• L•no longer reportedPrivate Equity Fund$192M91Mar 27, 2014
      O••• C•••••• C•••••••• L•Private Equity Fund$153M38Mar 31, 2017
      O••• P••••••••• C•••••••• L•Private Equity Fund$130M50Mar 31, 2015
      O••• P••••••• I• P• L•Private Equity Fund$123M6Mar 31, 2015
      O••• I•• C•••••••• L•Private Equity Fund$108M21Mar 31, 2022
      O••• S••••• C•••••••• L•no longer reportedPrivate Equity Fund$106M23Feb 14, 2012
      O••• F•• G• L•Private Equity Fund$106M63Mar 27, 2020
      O••• P••••••• I•• G• L•no longer reportedPrivate Equity Fund$97.0M70Feb 14, 2012
      O••• F•• G• F••••• L•Private Equity Fund$91.4M57Mar 27, 2020
      O••• N•••••••• C•••••••• L•Private Equity Fund$86.9M5Mar 31, 2023
      O••• R••••••• C•••••••• L•Private Equity Fund$81.3M29Mar 31, 2017
      O••• P••••••• V• S••••• L•Private Equity Fund$71.1M31Mar 29, 2018
      O••• P••••••• I• S••••• L•Private Equity Fund$19.5M31Mar 31, 2015
      O••• O••••• C•••••••• L•no longer reportedPrivate Equity Fund$16.0M1Mar 29, 2019
      O••• P••••••• I• L•Private Equity Fund$11.7M71Feb 14, 2012
      O••• P••••••• I•• P• L•Private Equity Fund$9.5M3Feb 14, 2012
      O••• P••••••• G• L•no longer reportedPrivate Equity Fund$9.0M8Feb 14, 2012
      O••• P••••••• I• G• L•no longer reportedPrivate Equity Fund$7.0M12Feb 14, 2012
      O••• P••••••• L•Private Equity Fund$3.2M46Feb 14, 2012
      O••• P••••••• I•• S••••• L•Private Equity Fund$2.4M6Feb 14, 2012
      O••• P••••••• I•• F••••• I• ••••••• L•••Private Equity Fund$2.1M2Mar 29, 2019
      O••• P••••••• I•• F••••• ••••••• L•••Private Equity Fund$1.9M2Mar 29, 2019
      O• •••• C••••••••• L•Private Equity Fund$1.3M8Feb 14, 2012
      O••• U•• C•••••••• L•no longer reportedPrivate Equity Fund$142,75434Mar 28, 2013
      O••• E••• C•••••••• L•no longer reportedPrivate Equity Fund$80,00024Feb 14, 2012
      All funds of O••• P••••••• M•••••• L•
      Owners and control persons
      Schedule A and B, latest filing
      • G••••• C••••••••• A• · Chief Financial Officer (O••• Corporation)control
        since 03/2015 · owns less than 5%
      • L• B••••• R•••••• M•••••• · Chief Executive Officer (O••• Corporation)control
        since 05/2023 · owns less than 5%
      • S•••••••• G•••••• W•••••• · Chairman (O••• Corporation)control
        since 05/1992 · owns less than 5%
      • T•••••• P••••••• N•• · Co-Head Of O••• Partnerscontrol
        since 11/2023 · owns less than 5%
      • W•••••• N••••• S•••••• · Co-Head Of O••• Partners And Director (O••• P••••••• M•••••• G• U••)control
        since 11/2023 · owns less than 5%
      • S•••••••• G•••••• W•••••• · Shareholdercontrol
        since 03/2013 · owns 75% or more of N•• O•••• C••••••• H••••••• L•••
      • C•••••• S••• M•••••• · Director (O••• P••••••• M•••••• G• U••)
        since 11/2023 · owns less than 5%
      • F••••• Y••••• E•••••••• · Chief Compliance Officer
        since 07/2018 · owns less than 5%
      Entity owners
      • O••• P••••••• M•••••• G• U•• · General Partner Of O••• P••••••• M•••••• L•
        direct · owns less than 5%
      • 1•••••• O•••••• I••• · General Partner
        indirect · owns F of O•• M••••••••• U••• L•••••• P•••••••••
      • 1•••••• O•••••• I••• · Shareholder
        indirect · owns 75% or more of N•• P•• I• I••••••••• L•••
      • A••• C•••••• L••• · Shareholder
        indirect · owns 75% or more of 1•••••• O•••••• I•••
      • N•• O•••• C••••••• H••••••• L••• · Shareholder
        indirect · owns 75% or more of O•••• C••••••• H••••••• L•••
      • N•• P•• I• I••••••••• L••• · Shareholder
        indirect · owns 75% or more of O••• H••••••• L••••••
      • O•• H••••••• G• L•• · General Partner
        indirect · owns F of O•• H••••••• L•
      • O•• H••••••• L• · Shareholder
        indirect · owns 75% or more of 1•••••• O•••••• I•••
      • O•• M••••••••• U••• L•••••• P••••••••• · Shareholder
        indirect · owns 75% or more of O••• P••••••• M•••••• G• L••
      • O••• H••••••• L•••••• · Shareholder
        indirect · owns 50% to 75% of O••• C•••••••••
      • O•••• C••••••• H••••••• L••• · Shareholder
        indirect · owns 75% or more of A••• C•••••• L•••
      • O••• C••••••••• · Shareholder
        indirect · owns 75% or more of O••• U• H••••••• L••
      • O••• P••••••• M•••••• G• L•• · Shareholder
        indirect · owns 75% or more of O••• P••••••• M•••••• G• U••
      • O••• U• H••••••• L•• · Shareholder
        indirect · owns 75% or more of O•• H••••••• L•
      • O••• U• H••••••• L•• · Shareholder
        indirect · owns 75% or more of O•• H••••••• G• L••
      • O•• M••••••••• U••• L•••••• P••••••••• · L•••••• Partner Of O••• P••••••• M•••••• L•
        direct · owns 75% or more
      • O•• H••••••• L• · Shareholder
        indirect · owns 75% or more of O•• M••••••••• U••• L•••••• P•••••••••
      Related persons
      Schedule D 7.A
      Advisers that list O••• P••••••• M•••••• L• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY27 employees
      • London, United Kingdom15 employees
      What changed
      consecutive filings, newest first
      • Advisory employees · 50 to 39
        Mar 28, 2025 to Mar 31, 2026
      • Assets in custody · $21B to $22B
        Mar 28, 2025 to Mar 31, 2026
      • Employees · 218 to 180
        Mar 28, 2025 to Mar 31, 2026
      • Discretionary RAUM · $21B to $22B
        Mar 28, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $21B to $22B
        Mar 28, 2025 to Mar 31, 2026
      • RAUM · $21B to $22B
        Mar 28, 2025 to Mar 31, 2026
      • Accounts · 31 to 35
        Mar 28, 2024 to Mar 28, 2025
      • Advisory employees · 58 to 50
        Mar 28, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 31 to 35
        Mar 28, 2024 to Mar 28, 2025
      • Assets in custody · $21B to $21B
        Mar 28, 2024 to Mar 28, 2025
      • Employees · 257 to 218
        Mar 28, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 28, 2025
      • HQ state · unset to
        Mar 28, 2024 to Mar 28, 2025
      • Private funds · 31 to 35
        Mar 28, 2024 to Mar 28, 2025
      • Discretionary RAUM · $21B to $21B
        Mar 28, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $21B to $21B
        Mar 28, 2024 to Mar 28, 2025
      • RAUM · $21B to $21B
        Mar 28, 2024 to Mar 28, 2025
      • Advisory employees · 71 to 58
        Mar 31, 2023 to Mar 28, 2024
      • Assets in custody · $18B to $21B
        Mar 31, 2023 to Mar 28, 2024
      • Employees · 311 to 257
        Mar 31, 2023 to Mar 28, 2024
      • Discretionary RAUM · $19B to $21B
        Mar 31, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $19B to $21B
        Mar 31, 2023 to Mar 28, 2024
      • RAUM · $19B to $21B
        Mar 31, 2023 to Mar 28, 2024
      • Advisory employees · 63 to 71
        Mar 31, 2022 to Mar 31, 2023
      • Assets in custody · $20B to $18B
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 278 to 311
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $20B to $19B
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $20B to $19B
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $20B to $19B
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 68 to 63
        Mar 31, 2021 to Mar 31, 2022
      • Assets in custody · $13B to $20B
        Mar 31, 2021 to Mar 31, 2022
      • Employees · 245 to 278
        Mar 31, 2021 to Mar 31, 2022
      • Discretionary RAUM · $18B to $20B
        Mar 31, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $18B to $20B
        Mar 31, 2021 to Mar 31, 2022
      • RAUM · $18B to $20B
        Mar 31, 2021 to Mar 31, 2022
      • Accounts · 28 to 31
        Mar 27, 2020 to Mar 31, 2021
      • Advisory employees · 65 to 68
        Mar 27, 2020 to Mar 31, 2021
      • Pooled vehicle clients · 28 to 31
        Mar 27, 2020 to Mar 31, 2021
      • Assets in custody · $11B to $13B
        Mar 27, 2020 to Mar 31, 2021
      • Employees · 155 to 245
        Mar 27, 2020 to Mar 31, 2021
      Signals
      3 dated events
      • Stewart Nigel Wright (Co-Head Of Onex Partners And Director (O••• P••••••• M•••••• G• U••)) appeared on Schedule A of O••• P••••••• M•••••• L•
        Mar 28, 2024 · Control person joined · fact
      • Nmn Popatia Tawfiq (Co-Head Of Onex Partners) appeared on Schedule A of O••• P••••••• M•••••• L•
        Mar 28, 2024 · Control person joined · fact
      • O••• P••••••• M•••••• L• reported RAUM $19.5B, up 41% from $13.9B (2017-09-12 to 2018-03-29)
        Mar 29, 2018 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/onexreportedpublic record, Form ADV, Sep 18, 2026
      Website
      onex.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      416-362-7711reportedpublic record, Form ADV, Aug 27, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      ASSET M••••••deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026