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••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Apr 25, 2014 · 19 filings
SEC status approved since Jun 6, 2014
RAUM
$1.1B
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
9
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
17
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$1.1B as of Mar 31, 2026
Mar 30, 2015$60.0M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 24, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20150 then
Employees (5.A)9 as of Mar 31, 2026
Mar 30, 20153 then
Private funds17 as of Mar 31, 2026
Mar 30, 20151 then
RAUM +12% over the last fiscal year+2.8% 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
- $66.6MderivedRAUM 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
- +12%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
- $251M, 11 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- 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
- $251M for 11 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O••••• G••••• F••• I•• L• | Private Equity Fund | $326M | 123 | Mar 31, 2023 |
| O••••• G••••• F••• I••• L• | Private Equity Fund | $266M | 93 | Mar 30, 2020 |
| O••••• G••••• F••• I•• L• | Private Equity Fund | $213M | 89 | Mar 24, 2018 |
| F• I•••••••• L•• | Private Equity Fund | $129M | 8 | Mar 31, 2023 |
| B•• I•••••••• L•• | Private Equity Fund | $83.2M | 3 | Mar 30, 2022 |
| O••••• G••••• F••• I• L• | Private Equity Fund | $34.5M | 84 | Apr 25, 2014 |
| M•••••••• I••••••• I••• L•• | Private Equity Fund | $20.7M | 16 | Mar 31, 2021 |
| M•••••••• I•••••••• L•• | Private Equity Fund | $18.4M | 7 | Mar 31, 2021 |
| C• I••••••• I•• L•• | Private Equity Fund | $14.4M | 13 | Mar 31, 2021 |
| O••••• G••••• F••• I• ••••••••• L• | Private Equity Fund | $9.5M | 7 | Mar 31, 2023 |
| R• O••••• I•••••••• L•• | Private Equity Fund | $9.3M | 11 | Mar 31, 2021 |
| I• C•••••••• L•• | Private Equity Fund | $7.0M | 3 | Mar 31, 2021 |
| C• I••••••• I•• L•• | Private Equity Fund | $5.2M | 8 | Mar 31, 2021 |
| O••••• G••••• F••• I•• ••••••••• • L• | Private Equity Fund | $4.7M | 4 | Mar 30, 2020 |
| A•• I••••••• I•• L•• | Private Equity Fund | $2.2M | 21 | Mar 29, 2019 |
| C• I••••••• I••• L•• | Private Equity Fund | $2.1M | 22 | Mar 31, 2021 |
| O••• I•••••••• L•• | Private Equity Fund | $267,032 | 68 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- S•••••• T•••••• S••••••••• · Cco / Membercontrolsince 04/2014 · owns 10% to 25%
- D••••• J••••• M• · Membercontrolsince 02/2013 · owns 75% or more of O••••• C••••••• L••
- G••••• V•••••• F• · Trusteecontrolsince 12/2015 · owns F of A•••••• L•••••••• M••••••••• T••••
- G••••••• E••••• M••••••• · Membercontrolsince 11/2019 · owns 75% or more of B•• S•••••• I•••
- G••••••• E••••• M••••••• · Membercontrolsince 11/2019 · owns 75% or more of B•• S••••• F•••••••• M••••••••• C••••
- N•••••••• M••••••• A• · Trusteecontrolsince 11/2012 · owns F of A•••••• L•••••••• M••••••••• T••••
- N•••••••• M••••••• A• · Trusteecontrolsince 11/2012 · owns F of A•••••• V••••• T••••
- N•••••••• S•••••• I• · Trusteecontrolsince 11/2012 · owns F of A•••••• V••••• T••••
- N•••••••• S•••••• I• · Trusteecontrolsince 11/2012 · owns F of A•••••• L•••••••• M••••••••• T••••
- N•••••••• S•••••• O• · Trusteecontrolsince 11/2012 · owns F of A•••••• V••••• T••••
- N•••••••• S•••••• O• · Trusteecontrolsince 11/2012 · owns F of A•••••• L•••••••• M••••••••• T••••
- S•••••• T•••••• S••••••••• · Managercontrolsince 05/2018 · owns F of O••••• C••••••• L••
- S••••••• T•••••• S• · Trusteecontrolsince 01/2019 · owns F of A•••••• L•••••••• M••••••••• T••••
Entity owners
- O••••• C••••••• L•• · Memberdirect · owns 50% to 75%
- A•••• H••••••• L•• · Shareholderindirect · owns 75% or more of A•••• A••••••••• H••••••• C••••
- A•••••• L•••••••• M••••••••• T•••• · General Partnerindirect · owns 75% or more of N••••••• F••••• H•••••••• L•••
- A•••••• P••••••••• I••• · Shareholderindirect · owns 25% to 50% of A•••• H••••••• L••
- A•••••• V••••• T•••• · Limited Partnerindirect · owns 75% or more of N••••••• F••••• H•••••••• L•••
- B•• S••••• F•••••••• M••••••••• C•••• · Trusteeindirect · owns F of R•••••• L• G•••••• J• T••••
- B•• S••••• H•••••••• L•• · Memberindirect · owns 75% or more of B••••••••• M• L••
- B•• S•••••• I••• · Managerindirect · owns F of B••••••••• M• L••
- N••••••• B••••••••• C••••••••• · Memberindirect · owns 50% to 75% of A•••• H••••••• L••
- N••••••• F••••• H•••••••• L••• · Shareholderindirect · owns 75% or more of A•••••• P••••••••• I•••
- R•••••• L• G•••••• J• T•••• · Memberindirect · owns 75% or more of B•• S••••• H•••••••• L••
- A•••• A••••••••• H••••••• C•••• · Memberdirect · owns 10% to 25%
- B••••••••• M• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- O••• G•• L••pooled vehicle sponsorn
- O••••• G•• L••pooled vehicle sponsorn
- O••••• I• G•• L••pooled vehicle sponsorn
- O••••• I•• G•• L••pooled vehicle sponsorn
- O••••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 18 to 17Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 8 to 7Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 18 to 17Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $182M to $251MMar 31, 2025 to Mar 31, 2026
- Private funds · 18 to 17Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.0B to $1.1BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.0B to $1.1BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.0B to $1.1BMar 31, 2025 to Mar 31, 2026
- Accounts · 17 to 18Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 7 to 8Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 17 to 18Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $292M to $182MMar 29, 2024 to Mar 31, 2025
- Employees · 8 to 9Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 17 to 18Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.0B to $1.0BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.0B to $1.0BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.0B to $1.0BMar 29, 2024 to Mar 31, 2025
- Related adviser · true to falseMar 29, 2024 to Mar 31, 2025
- Assets in custody · $266M to $292MApr 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.0B to $1.0BApr 25, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.0B to $1.0BApr 25, 2023 to Mar 29, 2024
- RAUM · $1.0B to $1.0BApr 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.0B to $1.0BMar 31, 2023 to Apr 25, 2023
- Pooled vehicle RAUM · $1.0B to $1.0BMar 31, 2023 to Apr 25, 2023
- RAUM · $1.0B to $1.0BMar 31, 2023 to Apr 25, 2023
- Accounts · 14 to 17Mar 30, 2022 to Mar 31, 2023
- Advisory employees · 6 to 7Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 14 to 17Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $0 to $266MMar 30, 2022 to Mar 31, 2023
- Employees · 6 to 8Mar 30, 2022 to Mar 31, 2023
- Private funds · 14 to 17Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $569M to $1.0BMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $569M to $1.0BMar 30, 2022 to Mar 31, 2023
- RAUM · $569M to $1.0BMar 30, 2022 to Mar 31, 2023
- Accounts · 13 to 14Sep 17, 2021 to Mar 30, 2022
- Advisory employees · 7 to 6Sep 17, 2021 to Mar 30, 2022
- Pooled vehicle clients · 13 to 14Sep 17, 2021 to Mar 30, 2022
- Employees · 8 to 6Sep 17, 2021 to Mar 30, 2022
- Private funds · 13 to 14Sep 17, 2021 to Mar 30, 2022
Signals
10 dated events
- O••••• M••••••••• L•• reported RAUM $1.0B, up 83% from $568.6M (2022-03-30 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- M••••••• E•••• G•••••• (Member) appeared on Schedule A of O••••• M••••••••• L••Sep 17, 2021 · Control person joined · fact
- I S••••• N••••••• (Trustee) appeared on Schedule A of O••••• M••••••••• L••Sep 17, 2021 · Control person joined · fact
- O S••••• N••••••• (Trustee) appeared on Schedule A of O••••• M••••••••• L••Sep 17, 2021 · Control person joined · fact
- A M•••••• N••••••• (Trustee) appeared on Schedule A of O••••• M••••••••• L••Sep 17, 2021 · Control person joined · fact
- F V••••• G•••• (Trustee) appeared on Schedule A of O••••• M••••••••• L••Sep 17, 2021 · Control person joined · fact
- S Thomas Summers (Trustee) appeared on Schedule A of O••••• M••••••••• L••Sep 17, 2021 · Control person joined · fact
- O••••• M••••••••• L•• reported RAUM $424.9M, up 127% from $187.1M (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- O••••• M••••••••• L•• reported RAUM $188.0M, up 235% from $56.1M (2017-03-31 to 2018-03-24)Mar 24, 2018 · RAUM change · derived
- O••••• C••••••• L•• filed its initial SEC registration (Form ADV)Apr 25, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- O••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/orkila-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-230-1604reportedpublic 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