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SEC-registered adviser

O•••••• A•••• M••••••••• L••

Asset manager (funds and pooled vehicles)Charlotte, North CarolinaCRD 286248SEC 801-110412websiteIAPD
Latest filing Mar 5, 2026
First filing on the tape Apr 6, 2017 · 16 filings
SEC status approved since Apr 17, 2017
RAUM
$221M
reported, Item 5.F
Discretionary
1.7%
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
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$221M as of Mar 5, 2026
Mar 30, 2018$50.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 5, 2026
Mar 30, 20180 then
Employees (5.A)4 as of Mar 5, 2026
Mar 30, 20186 then
Private funds1 as of Mar 5, 2026
Mar 30, 20181 then
RAUM +15% over the last fiscal year+8.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 5, 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
$44.2MderivedRAUM over accounts (5.F.2.f)
Discretionary
1.7%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
+15%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
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$218M98%
  • Pooled investment vehicles$3.7M1.7%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
5reported
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=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
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      O•••••• G••••• T•••• F•••• L••Hedge Fund$5.5M2Mar 30, 2018
      Owners and control persons
      Schedule A and B, latest filing
      • W•••••• C•••••••• M••• · Founder/Managing Partnercontrol
        since 12/1998 · owns less than 5%
      • W•••••• C•••••••• M••• · Ownercontrol
        since 12/1998 · owns 75% or more of O•••••• I••••••••• H•••••••• L••
      • H••••• J•••• E•••••• · Chief Compliance Officer
        since 12/2016 · owns less than 5%
      Entity owners
      • O•••••• I••••••••• H•••••••• L•• · Holding Company
        direct · 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 · $3.5M to $3.7M
        Mar 27, 2025 to Mar 5, 2026
      • Non-discretionary RAUM · $188M to $218M
        Mar 27, 2025 to Mar 5, 2026
      • Pooled vehicle RAUM · $3.5M to $3.7M
        Mar 27, 2025 to Mar 5, 2026
      • RAUM · $192M to $221M
        Mar 27, 2025 to Mar 5, 2026
      • Financial planning clients · unset to
        Feb 29, 2024 to Mar 27, 2025
      • Discretionary RAUM · $3.3M to $3.5M
        Feb 29, 2024 to Mar 27, 2025
      • Non-discretionary RAUM · $176M to $188M
        Feb 29, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $3.3M to $3.5M
        Feb 29, 2024 to Mar 27, 2025
      • RAUM · $180M to $192M
        Feb 29, 2024 to Mar 27, 2025
      • Discretionary RAUM · $168M to $3.3M
        Mar 28, 2023 to Feb 29, 2024
      • Non-discretionary RAUM · $3.0M to $176M
        Mar 28, 2023 to Feb 29, 2024
      • Pooled vehicle RAUM · $3.0M to $3.3M
        Mar 28, 2023 to Feb 29, 2024
      • RAUM · $171M to $180M
        Mar 28, 2023 to Feb 29, 2024
      • Accounts · 3 to 5
        Apr 7, 2022 to Mar 28, 2023
      • Discretionary RAUM · $2.9M to $168M
        Apr 7, 2022 to Mar 28, 2023
      • Non-discretionary RAUM · $125M to $3.0M
        Apr 7, 2022 to Mar 28, 2023
      • Pooled vehicle RAUM · $2.9M to $3.0M
        Apr 7, 2022 to Mar 28, 2023
      • RAUM · $128M to $171M
        Apr 7, 2022 to Mar 28, 2023
      • Accounts · 5 to 3
        Mar 31, 2021 to Mar 21, 2022
      • Advisory employees · 2 to 3
        Mar 31, 2021 to Mar 21, 2022
      • Pooled vehicle clients · 4 to 1
        Mar 31, 2021 to Mar 21, 2022
      • Employees · 3 to 4
        Mar 31, 2021 to Mar 21, 2022
      • Discretionary RAUM · $3.1M to $2.9M
        Mar 31, 2021 to Mar 21, 2022
      • Non-discretionary RAUM · $26.8M to $125M
        Mar 31, 2021 to Mar 21, 2022
      • Pooled vehicle RAUM · $29.9M to $2.9M
        Mar 31, 2021 to Mar 21, 2022
      • RAUM · $29.9M to $128M
        Mar 31, 2021 to Mar 21, 2022
      • Accounts · 4 to 5
        Mar 16, 2020 to Mar 30, 2021
      • Advisory employees · 3 to 2
        Mar 16, 2020 to Mar 30, 2021
      • Discretionary RAUM · $6.0M to $3.1M
        Mar 16, 2020 to Mar 30, 2021
      • Non-discretionary RAUM · $41.0M to $26.8M
        Mar 16, 2020 to Mar 30, 2021
      • Pooled vehicle RAUM · $47.0M to $29.9M
        Mar 16, 2020 to Mar 30, 2021
      • RAUM · $47.0M to $29.9M
        Mar 16, 2020 to Mar 30, 2021
      • Accounts · 3 to 4
        Mar 29, 2019 to Mar 16, 2020
      • Pooled vehicle clients · 3 to 4
        Mar 29, 2019 to Mar 16, 2020
      • Other offices · 1 to 0
        Mar 29, 2019 to Mar 16, 2020
      • Discretionary RAUM · $5.7M to $6.0M
        Mar 29, 2019 to Mar 16, 2020
      • Non-discretionary RAUM · $32.5M to $41.0M
        Mar 29, 2019 to Mar 16, 2020
      • Pooled vehicle RAUM · $38.2M to $47.0M
        Mar 29, 2019 to Mar 16, 2020
      • RAUM · $38.2M to $47.0M
        Mar 29, 2019 to Mar 16, 2020
      • Related bank · true to false
        Mar 29, 2019 to Mar 16, 2020
      Signals
      2 dated events
      • O•••••• A•••• M••••••••• L•• reported RAUM $50.0M, down 69% from $160.0M (2017-08-17 to 2018-03-30)
        Mar 30, 2018 · RAUM change · derived
      • O•••••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Apr 6, 2017 · 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
      Website
      O••••••AM.COMreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      212 683-8811reportedpublic record, Form ADV, Mar 5, 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