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• P•••••• C••••••
Wealth manager with institutional or fund businessGrand Rapids, MichiganCRD 282516SEC 801-107115websiteIAPD
Legal name O••••• A••••• P•••••• C••••••• L••
Latest filing Aug 28, 2026
First filing on the tape Dec 24, 2015 · 26 filings
SEC status approved since Jan 25, 2016
RAUM
$23B
reported, Item 5.F
Discretionary
75%
of RAUM
Private clients
26%
$5.9B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
91
26 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
28
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$23B as of Aug 28, 2026
Mar 31, 2017$6.3B then
HNW client RAUM$5.9B as of Aug 28, 2026
Mar 29, 2018$6.3B then
State-registered IARs (5.B.3)0 as of Aug 28, 2026
Mar 31, 20170 then
Employees (5.A)91 as of Aug 28, 2026
Mar 31, 201735 then
Private funds28 as of Aug 28, 2026
Mar 31, 20173 then
RAUM +13% over the last fiscal year+9.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- 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
- $99.0MderivedHNW RAUM over HNW clients
- Average account
- $244MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 75%derivedof RAUM
- Institutional
- 0.1%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
- +13%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 individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $13B, 28 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$17B74%
- High-net-worth individuals$5.9B26%
- Charitable organizations$31.6M0.1%
- Individual clients
- n/areported
- HNW clients
- 60reported
- Pension plan clients
- n/areported
- Charitable clients
- 3reported
- Accounts
- 94reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $13B for 28 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.26 fund_share=0.74 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
35 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O• G• F•••• L• | $3.5B | 35 | Aug 28, 2026 | |
| O••••• A••••• F••• V•• L• | Private Equity Fund | $1.6B | 43 | Mar 31, 2022 |
| O••••• A••••• F••• V• L• | Private Equity Fund | $1.0B | 32 | Mar 30, 2020 |
| O••••• A••••• D• G• I••••••••• P••••••• I••• L•no longer reported | Private Equity Fund | $1.0B | 2 | Mar 30, 2020 |
| O••••• A••••• D• F••• V•• L• | Private Equity Fund | $960M | 1 | Mar 31, 2022 |
| O••••• A••••• D• F••• V• L• | Private Equity Fund | $918M | 1 | Mar 30, 2020 |
| O• G••••••• L• | Private Equity Fund | $806M | 1 | Mar 30, 2024 |
| O••••• A••••• G• I••••••••• P••••••• I••• L•no longer reported | Private Equity Fund | $617M | 19 | Mar 30, 2020 |
| O• F••• V••• L• | Private Equity Fund | $508M | 27 | Mar 30, 2024 |
| O••••• A••••• D• F••• 2•••• L• | Private Equity Fund | $421M | 1 | Mar 29, 2019 |
| O• N•••• X• H•••••••• L• | $378M | 26 | Aug 28, 2026 | |
| O••••• A••••• G• I••••••••• P••••••• I•• L•no longer reported | Private Equity Fund | $370M | 23 | Mar 29, 2019 |
| O• H•• I••••••••• H•••••••• L• | $355M | 1 | Aug 28, 2026 | |
| O• D• F••• V••• L• | Private Equity Fund | $345M | 1 | Mar 30, 2024 |
| O••••• A••••• G• I••••••••• P••••••• ••••••• L•no longer reported | Private Equity Fund | $329M | 19 | Mar 29, 2018 |
| O• P•••••••• L• | $302M | 1 | Aug 28, 2026 | |
| O••••• A••••• F••• 2•••• L• | Private Equity Fund | $269M | 23 | Mar 29, 2019 |
| O••••• A••••• F••• 2•••• L• | Private Equity Fund | $221M | 16 | Mar 29, 2018 |
| O••••• A••••• F••• 2•••• L• | Private Equity Fund | $209M | 12 | Mar 31, 2017 |
| O• C•• F•••• L• | $204M | 8 | Aug 28, 2026 | |
| O••••• A••••• D• G• I••••••••• P••••••• I•• L•no longer reported | Private Equity Fund | $198M | 8 | Mar 31, 2022 |
| O••••• A••••• G• I••••••••• P••••••• I•• L•no longer reported | Private Equity Fund | $173M | 20 | Mar 31, 2022 |
| O••••• A••••• F••• V• ••••••••• L• | Private Equity Fund | $125M | 5 | Mar 31, 2022 |
| O••••• A••••• H• F••• V• L• | Private Equity Fund | $112M | 1 | Mar 31, 2022 |
| O••••• A••••• F••• 2•••• L• | Private Equity Fund | $101M | 7 | Mar 31, 2017 |
| O• P•••••• H••••• S••••••• L• | Private Equity Fund | $70.7M | 13 | Mar 30, 2024 |
| O••••• A••••• F••• V• ••••••••• L• | Private Equity Fund | $53.4M | 2 | Mar 30, 2020 |
| O••••• A••••• F••• 2••• ••••••••• L• | Private Equity Fund | $52.6M | 3 | Mar 29, 2019 |
| O• F••• V•• S•••••• I• L• | $43.4M | 19 | Aug 28, 2026 | |
| O• F••• V•• ••••••••• L• | Private Equity Fund | $42.2M | 7 | Mar 30, 2024 |
| P•••••• S•• S•••••• 2•••• L•no longer reported | Private Equity Fund | $30.0M | 1 | Mar 31, 2017 |
| O••••• A••••• F••• 2••• ••••••••• L• | Private Equity Fund | $26.9M | 2 | Mar 29, 2018 |
| O• N•••• S••••••• L• | Private Equity Fund | $25.9M | 2 | Mar 31, 2021 |
| O••••• A••••• E• F••• V•• L• | Private Equity Fund | $21.7M | 20 | Mar 31, 2023 |
| P•••••• N••••• S•••••• 2•••• L• | Private Equity Fund | $141,825 | 2 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• R••••••• S•••• · President, Chief Investment Officer And Chief Executive Officercontrolsince 04/2021 · owns less than 5%
- R•••••••• D••••• S•••••• · Chief Compliance Officer, Chief Financial Officer, Chief Operating Officercontrolsince 03/2021 · owns less than 5%
- D••••• D•••••• G••••• · Shareholdercontrolsince 01/2020 · owns 25% to 50% of W••••••••• H•••••••• I•••
- D••••• D••••••• L•• · Shareholdercontrolsince 01/2020 · owns 25% to 50% of W••••••••• H•••••••• I•••
- D••••• J••• R••••••• M••••• · Shareholdercontrolsince 01/2020 · owns 25% to 50% of W••••••••• H•••••••• I•••
- D••••• S••••••• C••••• · Shareholdercontrolsince 01/2020 · owns 25% to 50% of W••••••••• H•••••••• I•••
Entity owners
- W••••••••• H•••••••• I••• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- O• A•••• P••••••• G•• L••pooled vehicle sponsorn
- O• G• V••• L••pooled vehicle sponsorn
- O• G•••••• G•• L••pooled vehicle sponsorn
- O• P•••••• H••••• S•••••• G•• L••pooled vehicle sponsorn
- O••• O••••••• G• L••••••pooled vehicle sponsorn
- O••••• A••••• G• 2•••• L••pooled vehicle sponsorn
- O••••• A••••• G• 2•••• L••pooled vehicle sponsorn
- O••••• A••••• G• 2•••• L••pooled vehicle sponsorn
- O••••• A••••• G• 2•••• L••pooled vehicle sponsorn
- O••••• A••••• G• I••••••••• P••••••• G•• L••pooled vehicle sponsorn
- O••••• A••••• G• I••••••••• P••••••• I•• G•• L••pooled vehicle sponsorn
- O••••• A••••• G• I••••••••• P••••••• I• G•• L••pooled vehicle sponsorn
- O••••• A••••• G• V• L••pooled vehicle sponsorn
- O••••• A••••• G• V•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Aug 28, 2026RAUM per account of $244,110,415 against a peer median of $1,921,640 (83 comparable advisers, 99.0th percentile, 102.2 robust deviations)peers: independent wealth managers, $20B and over (83) · 99% percentile
- control person changedChange between filings · filing Aug 28, 2026D••••• J••• R••••••• M••••• (SHAREHOLDER) left Schedule A between the filings of 2021-04-28 and 2026-08-28peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Aug 28, 2026D••••• S••••••• C••••• (SHAREHOLDER) left Schedule A between the filings of 2021-04-28 and 2026-08-28peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Aug 28, 2026D••••• D•••••• G••••• (SHAREHOLDER) left Schedule A between the filings of 2021-04-28 and 2026-08-28peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Aug 28, 2026D••••• D••••••• L•• (SHAREHOLDER) left Schedule A between the filings of 2021-04-28 and 2026-08-28peers: independent wealth managers, $20B and over (84)
What changed
consecutive filings, newest first
- Accounts · 91 to 94Jul 23, 2025 to Mar 31, 2026
- Advisory employees · 23 to 26Jul 23, 2025 to Mar 31, 2026
- HNW clients · 58 to 60Jul 23, 2025 to Mar 31, 2026
- Pooled vehicle clients · 30 to 31Jul 23, 2025 to Mar 31, 2026
- Assets in custody · $16B to $13BJul 23, 2025 to Mar 31, 2026
- Employees · 84 to 91Jul 23, 2025 to Mar 31, 2026
- Private funds · 31 to 28Jul 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $15B to $17BJul 23, 2025 to Mar 31, 2026
- HNW RAUM · $7.6B to $5.9BJul 23, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $5.6B to $5.8BJul 23, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $13B to $17BJul 23, 2025 to Mar 31, 2026
- RAUM · $20B to $23BJul 23, 2025 to Mar 31, 2026
- Financial planning clients · unset to Jun 2, 2025 to Jul 23, 2025
- Accounts · 85 to 91Nov 14, 2024 to Mar 31, 2025
- Advisory employees · 25 to 23Nov 14, 2024 to Mar 31, 2025
- HNW clients · 54 to 58Nov 14, 2024 to Mar 31, 2025
- Pooled vehicle clients · 28 to 30Nov 14, 2024 to Mar 31, 2025
- Assets in custody · $15B to $16BNov 14, 2024 to Mar 31, 2025
- Employees · 74 to 84Nov 14, 2024 to Mar 31, 2025
- Private funds · 28 to 31Nov 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $14B to $15BNov 14, 2024 to Mar 31, 2025
- HNW RAUM · $8.7B to $7.6BNov 14, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $6.1B to $5.6BNov 14, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $11B to $13BNov 14, 2024 to Mar 31, 2025
- RAUM · $20B to $20BNov 14, 2024 to Mar 31, 2025
- Accounts · 82 to 85Jun 16, 2023 to Mar 30, 2024
- Advisory employees · 21 to 25Jun 16, 2023 to Mar 30, 2024
- Charity clients · 4 to 3Jun 16, 2023 to Mar 30, 2024
- HNW clients · 56 to 54Jun 16, 2023 to Mar 30, 2024
- Pooled vehicle clients · 22 to 28Jun 16, 2023 to Mar 30, 2024
- Assets in custody · $13B to $15BJun 16, 2023 to Mar 30, 2024
- Employees · 64 to 74Jun 16, 2023 to Mar 30, 2024
- Private funds · 23 to 28Jun 16, 2023 to Mar 30, 2024
- Discretionary RAUM · $12B to $14BJun 16, 2023 to Mar 30, 2024
- HNW RAUM · $9.0B to $8.7BJun 16, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $5.6B to $6.1BJun 16, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $8.3B to $11BJun 16, 2023 to Mar 30, 2024
- RAUM · $17B to $20BJun 16, 2023 to Mar 30, 2024
- Business name · O••••• A••••• P•••••• C••••••• L•• to O• P•••••• C••••••Mar 31, 2023 to Jun 16, 2023
- Accounts · 83 to 82Mar 31, 2022 to Mar 31, 2023
Signals
13 dated events
- (Nmn) Damian Degoa (Chief Operating Officer) no longer on Schedule A of O• P•••••• C•••••• (listed 2024-05-01, absent 2024-08-08)Aug 8, 2024 · Control person left · inference
- Lee Jerry Tubergen (Vice Chair) no longer on Schedule A of O• P•••••• C•••••• (listed 2023-06-16, absent 2024-03-30)Mar 30, 2024 · Control person left · inference
- O• P•••••• C•••••• reported RAUM $17.7B, up 33% from $13.3B (2022-01-28 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- H•••• R••••• S••••••••• (Chief Operating Officer) no longer on Schedule A of O• P•••••• C•••••• (listed 2021-03-31, absent 2021-04-28)Apr 28, 2021 · Control person left · inference
- Patrick Michael Lunt (Managing Director) no longer on Schedule A of O• P•••••• C•••••• (listed 2021-03-31, absent 2021-04-28)Apr 28, 2021 · Control person left · inference
- Scott Randall Damstra (President And Chief Investment Officer) appeared on Schedule A of O• P•••••• C••••••Apr 28, 2021 · Control person joined · fact
- Stewart David Reynolds (Chief Compliance Officer / Chief Financial Officer) appeared on Schedule A of O• P•••••• C••••••Mar 31, 2021 · Control person joined · fact
- O• P•••••• C•••••• reported RAUM $13.4B, up 43% from $9.4B (2020-01-17 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- C••••••••• P•••••• H••• (Chief Compliance Officer, Chief Financial Officer) no longer on Schedule A of O• P•••••• C•••••• (listed 2019-03-29, absent 2019-08-13)Aug 13, 2019 · Control person left · inference
- Patrick Michael Lunt (Managing Director, Chief Compliance Officer) appeared on Schedule A of O• P•••••• C••••••Aug 13, 2019 · Control person joined · fact
- O• P•••••• C•••••• reported RAUM $9.4B, up 28% from $7.4B (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- C••••••••• P•••••• H••• (Chief Compliance Officer, Chief Financial Officer) appeared on Schedule A of O• P•••••• C••••••Mar 29, 2019 · Control person joined · fact
- O••••• A••••• P•••••• C••••••• L•• filed its initial SEC registration (Form ADV)Dec 24, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O• P•••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- O• P•••••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 212-601-3600reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/oa-private-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ridgelake.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 616-278-6000reportedpublic record, Form ADV, Aug 28, 2026
- Contact form
- ridgelake.com/contactreportedpublished by the firm, firm site, Sep 17, 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
- Wealth manager with institutional or fund businessderiveda 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