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SEC-registered adviser

O•••••• C•••••• M••••••••• L•••

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 165833SEC 801-121096websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Mar 31, 2021 · 6 filings
SEC status approved since May 3, 2021
RAUM
$410M
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
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$410M as of Mar 31, 2026
Mar 31, 2022$321M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)3 as of Mar 31, 2026
Mar 31, 20224 then
Private funds1 as of Mar 31, 2026
Mar 31, 20221 then
RAUM -3.1% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
$137MderivedRAUM 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
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-3.1%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
yesreportedItem 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$410M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 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=false 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
      Every departureEvery arrival
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      O•••••• M••••• F•••• L•••Hedge Fund$406M53Mar 2, 2018
      O•••••• P•••••••• L•••no longer reportedHedge Fund$37.5M12Oct 26, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • G••••• E•••• D•••• · Chief Operating Officer And Chief Compliance Officercontrol
        since 03/2021 · owns less than 5%
      • O••••••• M••••••• P•••••• · Managing Membercontrol
        since 07/2011 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $423M to $410M
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $423M to $410M
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $423M to $410M
        Mar 31, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 27, 2024 to Mar 31, 2025
      • Discretionary RAUM · $406M to $423M
        Mar 27, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $406M to $423M
        Mar 27, 2024 to Mar 31, 2025
      • RAUM · $406M to $423M
        Mar 27, 2024 to Mar 31, 2025
      • Employees · 4 to 3
        Mar 31, 2023 to Mar 27, 2024
      • Discretionary RAUM · $253M to $406M
        Mar 31, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $253M to $406M
        Mar 31, 2023 to Mar 27, 2024
      • RAUM · $253M to $406M
        Mar 31, 2023 to Mar 27, 2024
      • Advisory employees · 1 to 2
        Mar 31, 2022 to Mar 31, 2023
      • Assets in custody · unset to 0.0
        Mar 31, 2022 to Mar 31, 2023
      • Custody of client assets · false to true
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $321M to $253M
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $321M to $253M
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $321M to $253M
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 3 to 4
        Mar 31, 2021 to Mar 31, 2022
      • Private funds · 2 to 1
        Mar 31, 2021 to Mar 31, 2022
      • Discretionary RAUM · $399M to $321M
        Mar 31, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $399M to $321M
        Mar 31, 2021 to Mar 31, 2022
      • RAUM · $399M to $321M
        Mar 31, 2021 to Mar 31, 2022
      Signals
      2 dated events
      • O•••••• C•••••• M••••••••• L••• reported RAUM $406.1M, up 61% from $253.0M (2023-03-31 to 2024-03-27)
        Mar 27, 2024 · RAUM change · derived
      • O•••••• C•••••• M••••••••• L••• filed its initial SEC registration (Form ADV)
        Mar 31, 2021 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/ogborne-capital-managementreportedpublic record, Form ADV, Sep 21, 2026
      Website
      O••••••CAP.COMreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      415-876-3000reportedpublic record, Form ADV, Mar 31, 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