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•• C•••••• A•••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Oct 31, 2014 · 23 filings
SEC status approved since Dec 1, 2014
RAUM
$16B
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
77
54 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
34
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$16B as of Mar 31, 2026
Mar 30, 2015$5.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20150 then
Employees (5.A)77 as of Mar 31, 2026
Mar 30, 201525 then
Private funds34 as of Mar 31, 2026
Mar 30, 20154 then
RAUM +12% over the last fiscal year+14% a year over threeIARs 0 to 0offices 4 to 3
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
- $449MderivedRAUM 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
- unknownderived4 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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$16B100%
- Banks and thrifts$67.0M0.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 35reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•• E••••• P••••••• V•••• L••• | Private Equity Fund | $1.8B | 127 | Mar 31, 2022 |
| O•• E••••• P••••••• V•••••• L••• | Private Equity Fund | $1.7B | 95 | Mar 31, 2022 |
| O•• E••••• P••••••• V••• L••• | Private Equity Fund | $1.5B | 154 | Mar 30, 2019 |
| O•• N•••••• F••• I• S••• | Private Equity Fund | $1.5B | 82 | Mar 28, 2024 |
| O•• E••••• P••••••• V•• L••• | Private Equity Fund | $1.1B | 127 | Feb 6, 2015 |
| O•• E••••• P••••••• V••••• L••• | Private Equity Fund | $796M | 58 | Mar 30, 2019 |
| O•• E••••• P••••••• V•••••• S••• | Private Equity Fund | $485M | 69 | Mar 31, 2022 |
| O•• E••••• P••••••• V••••• L••• | Private Equity Fund | $318M | 21 | Mar 30, 2019 |
| O•• V•• P•••••• I• C••••••••• P•••••••• L••• | Private Equity Fund | $243M | 19 | Mar 31, 2021 |
| O•• V••• P•••••• L•••• C••••••••• P•••••••• L••• | Private Equity Fund | $163M | 36 | Mar 28, 2024 |
| O•• V••• P•••••• V••••• C••••••••• P•••••••• L••• | Private Equity Fund | $147M | 13 | Mar 31, 2022 |
| O•• V• S•• C••••••••• P•••••••• L••• | Private Equity Fund | $134M | 24 | Mar 29, 2018 |
| O•• V• T••••••••• P••••••• A• L••• | Private Equity Fund | $133M | 19 | Mar 29, 2018 |
| O•• V•• O•• M•••• C••••••••• P•••••••• L••• | Private Equity Fund | $109M | 8 | Mar 30, 2020 |
| O•• V•• P•••••• I••• C••••••••• P•••••••• L••• | Private Equity Fund | $103M | 6 | Mar 31, 2021 |
| O•• V••• P•••••• X••••• C••••••••• P•••••••• L••• | Private Equity Fund | $95.0M | 22 | Mar 28, 2024 |
| O•• V•• O•••• C••••••••• P•••••••• L••• | Private Equity Fund | $72.2M | 4 | Mar 30, 2020 |
| O•• V•• O•••• C••••••••• P••••••• ••• L••• | Private Equity Fund | $71.9M | 6 | Mar 30, 2020 |
| O•• V••• H••••••••• C••••••••• P•••••••• L••• | Private Equity Fund | $61.1M | 8 | Mar 28, 2024 |
| O•• V••• P•••••• C•••• C••••••••• P•••••••• L••• | Private Equity Fund | $58.2M | 4 | Mar 31, 2022 |
| O•• V••• P•• C••••••••• P•••••••• L••• | Private Equity Fund | $55.6M | 5 | Mar 31, 2023 |
| O•• V•• S••••••••• C••••••••• P•••••••• L••• | Private Equity Fund | $55.2M | 7 | Mar 31, 2021 |
| O•• V••• P•••••• A••••• C••••••••• P•••••••• L••• | Private Equity Fund | $52.9M | 5 | Mar 31, 2023 |
| O•• V• T••••••••• P••••••• B• L••• | Private Equity Fund | $52.7M | 2 | Mar 29, 2018 |
| O•• V••• P•••••• G••••••••• C••••••••• P•••••••• L••• | Private Equity Fund | $42.6M | 8 | Mar 31, 2023 |
| O•• V••• P•••••• P•••••• C••••••••• P•••••••• L••• | Private Equity Fund | $30.0M | 5 | Mar 28, 2024 |
| O•• V•• P•••••• A• C••••••••• P•••••••• L••• | Private Equity Fund | $26.6M | 18 | Mar 31, 2021 |
| O•• E••••• P••••••• S•••••••• F••• L••• | Private Equity Fund | $11.6M | 20 | Feb 6, 2015 |
| O•• V•• P•••••• A•• C••••••••• P•••••••• L••• | Private Equity Fund | $11.3M | 4 | Mar 31, 2021 |
| O•• I• P••••••• C••••••••• L••• | Private Equity Fund | $10.0M | 59 | Feb 6, 2015 |
| O•• V• U••• P•••••••• L••• | Private Equity Fund | $7.3M | 9 | Mar 29, 2018 |
| O•• V• D•••• C••••••••• P•••••••• L••• | Private Equity Fund | $4.6M | 3 | Mar 30, 2017 |
| O•• E••••• P••••••• I•• L••• | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
| O•• E••••• P••••••• I•••• S••• | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
| O•• V• A•••• C••••••••• P•••••••• L••• | Private Equity Fund | $0 | 0 | Mar 29, 2018 |
| O•• E••••• P•••••• I•••• L••• | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
| O•• I• P••••••• C•••••••• A••• L•••no longer reported | Private Equity Fund | $0 | 20 | Feb 6, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• G••••••• A•••••• · Operating Committee Member & Limited Partnercontrolsince 01/2015 · owns 5% to 10%
- C•••••• R••••••• M••••••• · Operating Committee Member & Limited Partnercontrolsince 10/2014 · owns 50% to 75%
- C•••••• J••••• B•••••• A•••• · Operating Committee Member & Limited Partnercontrolsince 01/2015 · owns less than 5%
- H••••••••• J•••••• P• · Operating Committee Membercontrolsince 09/2024 · owns less than 5%
- K••••• J••••• W••••• · Operating Committee Member & Limited Partnercontrolsince 01/2015 · owns 5% to 10%
- M•••••• J••••••• R•• · Cfo & Operating Committee Membercontrolsince 10/2014 · owns less than 5%
- S•••••• T•••••••• M••••••• · Coo, Cco & Operating Committee Membercontrolsince 10/2014 · owns less than 5%
- Z••••••• J•••• · Operating Committee Member & Limited Partnercontrolsince 01/2018 · owns 5% to 10%
- B••••••••• G••••••• A•••••• · Membercontrolsince 09/2024 · owns 50% to 75% of O•• C•••••• A••••••• G•• L••
- C•••••• R••••••• M••••••• · Membercontrolsince 10/2014 · owns 50% to 75% of O•• C•••••• A••••••• G•• L••
Entity owners
- O•• C•••••• A••••••• G•• L•• · G•••••• Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- O•• I• P••••••• C•••••••• G•• L•••pooled vehicle sponsory
- O•• I• G•••••• P••••••• L•••pooled vehicle sponsory
- O•• I••• G• S•••••••pooled vehicle sponsory
- O•• N•••••• F••• I• G• S••••••pooled vehicle sponsory
- O•• S•••••••• F••• G•••••• P••••••• L•••pooled vehicle sponsory
- O•• V• G•••••• P••••••• L•••pooled vehicle sponsory
- O•• V•• G•••••• P••••••• L•••pooled vehicle sponsory
- O•• V••• G•••••• P••••••• L•••pooled vehicle sponsory
- O•• V••••• G• S•••••••pooled vehicle sponsory
Advisers that list O•• C•••••• A•••••••• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Frankfurt Am Main, Germany10 employees
- Chicago, IL7 employees
- Amsterdam, Netherlands4 employees
What changed
consecutive filings, newest first
- Accounts · 36 to 35Feb 12, 2026 to Mar 31, 2026
- Advisory employees · 45 to 54Feb 12, 2026 to Mar 31, 2026
- Pooled vehicle clients · 35 to 34Feb 12, 2026 to Mar 31, 2026
- Employees · 69 to 77Feb 12, 2026 to Mar 31, 2026
- Other offices · 4 to 3Feb 12, 2026 to Mar 31, 2026
- Private funds · 35 to 34Feb 12, 2026 to Mar 31, 2026
- Discretionary RAUM · $14B to $16BFeb 12, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $64.3M to $67.0MFeb 12, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $14B to $16BFeb 12, 2026 to Mar 31, 2026
- RAUM · $14B to $16BFeb 12, 2026 to Mar 31, 2026
- Advisory employees · 47 to 45Oct 11, 2024 to Mar 31, 2025
- Employees · 70 to 69Oct 11, 2024 to Mar 31, 2025
- Financial planning clients · unset to Oct 11, 2024 to Mar 31, 2025
- Other offices · 3 to 4Oct 11, 2024 to Mar 31, 2025
- Discretionary RAUM · $11B to $14BOct 11, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $11B to $14BOct 11, 2024 to Mar 31, 2025
- RAUM · $11B to $14BOct 11, 2024 to Mar 31, 2025
- Accounts · 29 to 36Feb 2, 2024 to Mar 28, 2024
- Advisory employees · 42 to 47Feb 2, 2024 to Mar 28, 2024
- Pooled vehicle clients · 28 to 35Feb 2, 2024 to Mar 28, 2024
- Employees · 55 to 70Feb 2, 2024 to Mar 28, 2024
- Private funds · 28 to 35Feb 2, 2024 to Mar 28, 2024
- Discretionary RAUM · $11B to $11BFeb 2, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $153M to $64.3MFeb 2, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $11B to $11BFeb 2, 2024 to Mar 28, 2024
- RAUM · $11B to $11BFeb 2, 2024 to Mar 28, 2024
- Accounts · 26 to 29Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 35 to 42Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 26 to 28Mar 31, 2022 to Mar 31, 2023
- Employees · 46 to 55Mar 31, 2022 to Mar 31, 2023
- Private funds · 26 to 28Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $9.7B to $11BMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $0 to $153MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $9.7B to $11BMar 31, 2022 to Mar 31, 2023
- RAUM · $9.7B to $11BMar 31, 2022 to Mar 31, 2023
- Accounts · 22 to 26May 6, 2021 to Mar 31, 2022
- Advisory employees · 30 to 35May 6, 2021 to Mar 31, 2022
- Pooled vehicle clients · 21 to 26May 6, 2021 to Mar 31, 2022
- Employees · 39 to 46May 6, 2021 to Mar 31, 2022
- Private funds · 21 to 26May 6, 2021 to Mar 31, 2022
Signals
12 dated events
- O•• C•••••• A•••••••• L••• reported RAUM $14.0B, up 27% from $11.0B (2024-10-11 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- David Han (Member) no longer on Schedule A of O•• C•••••• A•••••••• L••• (listed 2024-03-28, absent 2024-10-11)Oct 11, 2024 · Control person left · inference
- P Joseph Huffsmith (Operating Committee Member) appeared on Schedule A of O•• C•••••• A•••••••• L•••Oct 11, 2024 · Control person joined · fact
- Wilhelm Curt Johann-Melchior Ritter Undedler Von Peter (Operating Committee Member & Limited Partner) no longer on Schedule A of O•• C•••••• A•••••••• L••• (listed 2023-03-31, absent 2024-02-02)Feb 2, 2024 · Control person left · inference
- Carl Paul Schorr (Operating Committee Member & Limited Partner) no longer on Schedule A of O•• C•••••• A•••••••• L••• (listed 2023-03-31, absent 2024-02-02)Feb 2, 2024 · Control person left · inference
- Catherine Norma Corio (Operating Committee Member) no longer on Schedule A of O•• C•••••• A•••••••• L••• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- O•• C•••••• A•••••••• L••• reported RAUM $9.7B, up 30% from $7.4B (2021-05-06 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Sebastian Stephan Christoph Giulini (Operating Committee Member) no longer on Schedule A of O•• C•••••• A•••••••• L••• (listed 2020-03-30, absent 2020-06-04)Jun 4, 2020 · Control person left · inference
- C Norma Corio (Operating Committee Member) appeared on Schedule A of O•• C•••••• A•••••••• L•••Mar 30, 2019 · Control person joined · fact
- J•••• Z•••••• (Operating Committee Member) appeared on Schedule A of O•• C•••••• A•••••••• L•••Mar 30, 2019 · Control person joined · fact
- O•• C•••••• A•••••••• L••• reported RAUM $6.9B, up 66% from $4.2B (2017-03-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- O•• C•••••• A•••••••• L••• filed its initial SEC registration (Form ADV)Oct 31, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O•• C•••••• A•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- O•• C•••••• A•••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/one-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-277-1500reportedpublic 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