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•••• M••••••••• P••••••• L•••
Latest filing May 15, 2026
First filing on the tape Apr 28, 2017 · 15 filings
SEC status approved since Jun 12, 2017
RAUM
$3.7B
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
174
31 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
17
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$3.7B as of May 15, 2026
Mar 29, 2018$2.8B then
HNW client RAUM$0 as of May 15, 2026
Mar 27, 2020$0 then
State-registered IARs (5.B.3)0 as of May 15, 2026
Mar 29, 20180 then
Employees (5.A)174 as of May 15, 2026
Mar 29, 2018100 then
Private funds17 as of May 15, 2026
Mar 29, 201811 then
RAUM +7.3% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 15, 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
- $218MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.3%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
- $3.7B, 17 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$3.7B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.7B for 17 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
15 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•••• I• L• | Private Equity Fund | $937M | 82 | Apr 28, 2017 |
| O••• P••••••• •••••• I• L• | Private Equity Fund | $850M | 88 | Apr 28, 2017 |
| O•••• V• L• | Private Equity Fund | $666M | 64 | Mar 28, 2024 |
| O••• P••••••• I••••••••• •••••• L••• | Private Equity Fund | $101M | 50 | Mar 30, 2012 |
| O•••• I• L••• | Private Equity Fund | $96.1M | 25 | Mar 30, 2012 |
| O••• P••••••• •••••• I•• L• | Private Equity Fund | $78.6M | 73 | Mar 30, 2012 |
| O•••• I•• L• | Private Equity Fund | $78.4M | 36 | Mar 30, 2012 |
| O•••• I•• ••••••• L• | Private Equity Fund | $51.4M | 29 | Mar 30, 2012 |
| O•••• P•••••••• C•••••••• L• | Private Equity Fund | $24.7M | 7 | Mar 28, 2024 |
| O•••• ••• I••• L••• | Private Equity Fund | $21.6M | 6 | Mar 30, 2012 |
| O•••• I• S••••• L• | Private Equity Fund | $12.1M | 8 | Apr 28, 2017 |
| O•••• ••• I• L••• | Private Equity Fund | $6.9M | 14 | Mar 30, 2012 |
| O•••• L•••no longer reported | Private Equity Fund | $1.3M | 19 | Mar 30, 2012 |
| O•••• T••• H••••••• C•••••••• L•no longer reported | Private Equity Fund | $462,396 | 54 | Mar 30, 2016 |
| O•••• ••••••• L•••no longer reported | Private Equity Fund | $200,000 | 5 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- G••••• C••••••••• A• · Director (O•••• M••••••••• I• U••)controlsince 12/2016 · owns less than 5%
- L••• M••••••• D•••• · Director (O•••• M••••••••• I• U••)controlsince 12/2016 · owns less than 5%
- S•••••••• G•••••• W•••••• · Shareholdercontrolsince 03/2013 · owns 75% or more of N•• O•••• C••••••• H••••••• L•••
- F••••• Y••••• E•••••••• · Chief Compliance Officersince 07/2018 · owns less than 5%
Entity owners
- O•••• M••••••••• I• U•• · General Partnerdirect · owns less than 5%
- O•••• M••••••••• P••••••• I• L• · L•••••• Partnerdirect · owns 75% or more
- 1•••••• O•••••• I••• · Shareholderindirect · owns 75% or more of O•••• M••••••••• I•••
- 1•••••• O•••••• I••• · Shareholderindirect · owns 75% or more of N•• P•• I• I••••••••• L•••
- A••• C•••••• L••• · Shareholderindirect · owns 75% or more of 1•••••• O•••••• I•••
- N•• O•••• C••••••• H••••••• L••• · Shareholderindirect · owns 75% or more of O•••• C••••••• H••••••• L•••
- N•• P•• I• I••••••••• L••• · Shareholderindirect · owns 75% or more of O••• H••••••• L••••••
- O••• H••••••• L•••••• · Shareholderindirect · owns 50% to 75% of O••• C•••••••••
- O•••• C••••••• H••••••• L••• · Shareholderindirect · owns 75% or more of A••• C•••••• L•••
- O•••• M••••••••• I••• · General Partnerindirect · owns F of O•••• M••••••••• P••••••• I• L•
- O•••• M••••••••• P••••••• I• L• · Shareholderindirect · owns 75% or more of O•••• M••••••••• I• U••
- O••• C••••••••• · L•••••• Partnerindirect · owns 75% or more of O•••• M••••••••• P••••••• I• L•
Related persons
Schedule D 7.A
- O•••• A••••••• I•••investment advisern
- O•••• I••••••••• P••••••• I• L•••pooled vehicle sponsorn
- O•••• I••••••••• P••••••• I•• L•pooled vehicle sponsorn
- O•••• I••••••••• P••••••• I• L•pooled vehicle sponsorn
- O•••• V• G• L•bankpooled vehicle sponsorn
- O••• C••••• A•••• M••••••••• I•••investment adviserbanknRAUM $2.2B
- O••• C••••• A••••••• L••investment advisernRAUM $418M
- O••• C••••• P•••••••• L••investment adviserbanknRAUM $30B
- F••••• Investment A••••••S, LLCinvestment advisernRAUM $3.3B
- O••• P••••••• A•••••• L•investment advisern
- O••• P••••••• A•••••• U• L••investment advisern
- O••• P••••••• M•••••• L•investment adviserbanknRAUM $22B
Advisers that list O•••• M••••••••• P••••••• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY3 employees
What changed
consecutive filings, newest first
- Accounts · 16 to 17Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 29 to 31Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 16 to 17Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $3.5B to $3.7BMar 28, 2025 to Mar 31, 2026
- Employees · 199 to 174Mar 28, 2025 to Mar 31, 2026
- Private funds · 16 to 17Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.5B to $3.7BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.5B to $3.7BMar 28, 2025 to Mar 31, 2026
- RAUM · $3.5B to $3.7BMar 28, 2025 to Mar 31, 2026
- Accounts · 12 to 16Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 30 to 29Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 12 to 16Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $2.9B to $3.5BMar 28, 2024 to Mar 28, 2025
- Employees · 232 to 199Mar 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 · 12 to 16Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.9B to $3.5BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.9B to $3.5BMar 28, 2024 to Mar 28, 2025
- RAUM · $2.9B to $3.5BMar 28, 2024 to Mar 28, 2025
- Accounts · 10 to 12Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 27 to 30Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 10 to 12Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $2.0B to $2.9BMar 31, 2023 to Mar 28, 2024
- Employees · 270 to 232Mar 31, 2023 to Mar 28, 2024
- Private funds · 10 to 12Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.3B to $2.9BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.3B to $2.9BMar 31, 2023 to Mar 28, 2024
- RAUM · $2.3B to $2.9BMar 31, 2023 to Mar 28, 2024
- Advisory employees · 24 to 27Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $1.5B to $2.0BMar 31, 2022 to Mar 31, 2023
- Employees · 242 to 270Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.9B to $2.3BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.9B to $2.3BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.9B to $2.3BMar 31, 2022 to Mar 31, 2023
- Accounts · 11 to 10Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 26 to 24Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 11 to 10Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.9B to $1.5BMar 31, 2021 to Mar 31, 2022
- Employees · 203 to 242Mar 31, 2021 to Mar 31, 2022
Signals
5 dated events
- O•••• M••••••••• P••••••• L••• reported RAUM $2.9B, up 29% from $2.3B (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- O G•••••• B••••• (Managing Partner And Co-Head) no longer on Schedule A of O•••• M••••••••• P••••••• L••• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- O G•••••• B••••• (Managing Partner And Co-Head) appeared on Schedule A of O•••• M••••••••• P••••••• L•••Mar 27, 2020 · Control person joined · fact
- O•••• M••••••••• P••••••• L••• reported RAUM $2.0B, down 28% from $2.8B (2018-07-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- O•••• M••••••••• P••••••• L••• filed its initial SEC registration (Form ADV)Apr 28, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O•••• M••••••••• P••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/oncap-management-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- oncap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 416-362-7711reportedpublic record, Form ADV, May 15, 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 manager (funds and pooled vehicles)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