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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
O•• I•••••••• E•••••• L••
Latest filing Apr 14, 2026
First filing on the tape Aug 7, 2013 · 24 filings
SEC status approved since Aug 14, 2013
RAUM
$1.2B
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
13
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.2B as of Apr 14, 2026
Mar 17, 2014$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 14, 2026
Mar 17, 20140 then
Employees (5.A)13 as of Apr 14, 2026
Mar 17, 201416 then
Private funds8 as of Apr 14, 2026
Mar 26, 20152 then
RAUM n/a over the last fiscal year-15% a year over three
Practice profile
derived from the filing of Apr 14, 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
- $121MderivedRAUM 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
- unknownderivedbetween 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
- 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$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- 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
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•• I•••••••• E••••• F••• I••••• L• | Private Equity Fund | $561M | 34 | Mar 27, 2018 |
| O•• I•••••••• E••••• F••• I•••• L• | Private Equity Fund | $460M | 50 | Mar 26, 2015 |
| O•• W•••• C••••••••• L•no longer reported | Private Equity Fund | $253M | 4 | Mar 28, 2016 |
| O•• I•••••••• B••••• I••••• L• | Private Equity Fund | $167M | 18 | Mar 26, 2024 |
| O•• I•••••••• E••••• F••• I••••• L• | Private Equity Fund | $144M | 10 | Mar 27, 2018 |
| O•• I•••••••• E••••• F••• I•••• L• | Private Equity Fund | $92.4M | 13 | Mar 26, 2015 |
Owners and control persons
Schedule A and B, latest filing
- •••••••• H••••• A•••••• C• · Chief Operating Officer And Chief Compliance Officercontrolsince 07/2013 · owns less than 5%
- D••••••• K••••• J••• · Chief Financial Officercontrolsince 01/2021 · owns less than 5%
- O••••••• S•••• P•••••• · Member And Managing Partnercontrolsince 07/2013 · owns 50% to 75%
- R••••• D•••••• A••• · Member And Managing Partnercontrolsince 07/2013 · owns 50% to 75%
Related persons
Schedule D 7.A
- O•• I•••••••• B••••• I•• G•• L•investment adviserpooled vehicle sponsory
- O•• I•••••••• E••••• F••• I• G•• L••investment adviserpooled vehicle sponsory
- O•• I•••••••• E••••• F••• I••• G•• L••investment adviserpooled vehicle sponsory
- O•• I•••••••• E••••• F••• I•• G•• L•investment adviserpooled vehicle sponsory
- O•• I•••••••• E••••• F••• I•••• G•• L••investment adviserpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.3B to $1.2BMar 30, 2026 to Apr 14, 2026
- Pooled vehicle RAUM · $1.3B to $1.2BMar 30, 2026 to Apr 14, 2026
- RAUM · $1.3B to $1.2BMar 30, 2026 to Apr 14, 2026
- Accounts · 9 to 10May 1, 2025 to Mar 30, 2026
- Pooled vehicle clients · 9 to 10May 1, 2025 to Mar 30, 2026
- Employees · 14 to 13May 1, 2025 to Mar 30, 2026
- Private funds · 7 to 8May 1, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.1B to $1.3BMay 1, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.1B to $1.3BMay 1, 2025 to Mar 30, 2026
- RAUM · $1.1B to $1.3BMay 1, 2025 to Mar 30, 2026
- Accounts · 7 to 9Apr 18, 2024 to May 1, 2025
- Pooled vehicle clients · 7 to 9Apr 18, 2024 to May 1, 2025
- Employees · 15 to 14Apr 18, 2024 to May 1, 2025
- Financial planning clients · unset to Apr 18, 2024 to May 1, 2025
- Private funds · 5 to 7Apr 18, 2024 to May 1, 2025
- Discretionary RAUM · $1.4B to $1.1BApr 18, 2024 to May 1, 2025
- Pooled vehicle RAUM · $1.4B to $1.1BApr 18, 2024 to May 1, 2025
- RAUM · $1.4B to $1.1BApr 18, 2024 to May 1, 2025
- Advisory employees · 8 to 6Apr 2, 2024 to Apr 18, 2024
- Employees · 17 to 15Apr 2, 2024 to Apr 18, 2024
- Accounts · 6 to 7Mar 30, 2023 to Mar 26, 2024
- Advisory employees · 10 to 8Mar 30, 2023 to Mar 26, 2024
- Pooled vehicle clients · 6 to 7Mar 30, 2023 to Mar 26, 2024
- Employees · 19 to 17Mar 30, 2023 to Mar 26, 2024
- Private funds · 4 to 5Mar 30, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.0B to $1.4BMar 30, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $2.0B to $1.4BMar 30, 2023 to Mar 26, 2024
- RAUM · $2.0B to $1.4BMar 30, 2023 to Mar 26, 2024
- Employees · 21 to 19May 7, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.9B to $2.0BMay 7, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.9B to $2.0BMay 7, 2022 to Mar 30, 2023
- RAUM · $1.9B to $2.0BMay 7, 2022 to Mar 30, 2023
- Advisory employees · 11 to 10Mar 29, 2021 to Mar 30, 2022
- Employees · 22 to 21Mar 29, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.4B to $1.9BMar 29, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.4B to $1.9BMar 29, 2021 to Mar 30, 2022
- RAUM · $1.4B to $1.9BMar 29, 2021 to Mar 30, 2022
- Employees · 23 to 22Jan 26, 2021 to Mar 29, 2021
- HQ city · BOSTON to WALTHAMJan 26, 2021 to Mar 29, 2021
- Discretionary RAUM · $1.6B to $1.4BJan 26, 2021 to Mar 29, 2021
Signals
7 dated events
- Edward Scott Carson (Member And Managing Partner) no longer on Schedule A of O•• I•••••••• E•••••• L•• (listed 2024-04-02, absent 2024-04-18)Apr 18, 2024 · Control person left · inference
- Scott Gregory Morzano (Member And Managing Partner) no longer on Schedule A of O•• I•••••••• E•••••• L•• (listed 2024-04-02, absent 2024-04-18)Apr 18, 2024 · Control person left · inference
- O•• I•••••••• E•••••• L•• reported RAUM $1.4B, down 28% from $2.0B (2023-03-30 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- O•• I•••••••• E•••••• L•• reported RAUM $1.9B, up 36% from $1.4B (2021-03-29 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- J••• K•••• D•••••• (Chief Financial Officer) appeared on Schedule A of O•• I•••••••• E•••••• L••Jan 26, 2021 · Control person joined · fact
- Brian David Delmore (Chief Financial Officer) no longer on Schedule A of O•• I•••••••• E•••••• L•• (listed 2020-09-18, absent 2021-01-26)Jan 26, 2021 · Control person left · inference
- O•• I•••••••• E•••••• L•• filed its initial SEC registration (Form ADV)Aug 7, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O•• I•••••••• E•••••• L•• · Independent Sponsorsshared crd · capital_provider
- O•• I•••••••• E•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/OLD-I••••••••-E•••••-LLCreportedpublic record, Form ADV, Sep 19, 2026
- Website
- OLDI••••••••E•••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-366-2030reportedpublic record, Form ADV, Apr 14, 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