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•••••• G••••• A•••• M••••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Mar 16, 2017 · 33 filings
SEC status approved since Apr 10, 2017
RAUM
$11B
reported, Item 5.F
Discretionary
80%
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
60
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$11B as of Mar 26, 2026
Oct 30, 2017$666M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Oct 30, 20170 then
Employees (5.A)60 as of Mar 26, 2026
Oct 30, 201714 then
Private funds8 as of Mar 26, 2026
Oct 30, 20171 then
RAUM +13% over the last fiscal year+6.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $297MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 80%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
- +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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $9.1B, 27 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 38reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $9.1B for 27 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.74 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• H••••••• L•no longer reported | Hedge Fund | $2.6B | 42 | Aug 10, 2017 |
| T•••• S•••••• O••••••••• D•• | Hedge Fund | $2.1B | 88 | Nov 23, 2018 |
| O•••••• L••••• C••••• M••••• F••• | Hedge Fund | $2.0B | 50 | Feb 26, 2018 |
| T•••• S•••••• O••••••••• L• | Hedge Fund | $795M | 11 | Nov 23, 2018 |
| L•••• O••••••••• M••••• I••• | Hedge Fund | $417M | 2 | Mar 31, 2022 |
| T•••• S•••••• O••••••••• C•••••••• S••••• | Hedge Fund | $359M | 11 | May 3, 2018 |
| O••• S•••••• O••••••••• F••• I• L••• | Hedge Fund | $189M | 78 | Oct 30, 2018 |
| L••••••••• M••••• F•••• L• | Private Equity Fund | $48.6M | 8 | Feb 22, 2023 |
| C••••••••• A•••• H••••••• I• L•••••• | Hedge Fund | $0 | 0 | Jul 11, 2024 |
| L•••• O••••••••• M••••• I•••no longer reported | Hedge Fund | $0 | 0 | Oct 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• M•••• N•• · Presidentcontrolsince 12/2017 · owns less than 5%
- G••••••• H•••• F•••••• · Chief Operating Officercontrolsince 04/2023 · owns less than 5%
- G••• J••• C• · Chief Financial Officercontrolsince 10/2023 · owns less than 5%
- H••••••• P•••• D•••••• · Chief Executive Officercontrolsince 12/2009 · owns less than 5%
- J••••• S••••• D•••• · Chief Compliance Officercontrolsince 12/2017 · owns less than 5%
- W••••• A•••••• A••• · Head Of Structuringcontrolsince 01/2013 · owns less than 5%
- Y••••• J•••• R••••• · Chief Investment Officercontrolsince 03/2017 · owns less than 5%
- H••••••• P•••• D•••••• · Membercontrolsince 07/2023 · owns 50% to 75% of H• S•••••••• H••••••• L••
- H••••••• P•••• D•••••• · Class A Membercontrolsince 07/2023 · owns 25% to 50% of O••• I••••••••• H••••••• L••
- Y••••• J•••• R••••• · Class A Membercontrolsince 07/2023 · owns 25% to 50% of O••• I••••••••• H••••••• L••
- Y••••• J•••• R••••• · Membercontrolsince 07/2023 · owns 25% to 50% of H• S•••••••• H••••••• L••
Entity owners
- O•••••• G••••• S••••••• L•••••• · G•••••• Partnerdirect · owns 75% or more
- H• S•••••••• H••••••• L•• · Managerindirect · owns F of O••• I••••••••• H••••••• L••
- O••• I••••••••• H••••••• L•• · Shareholderindirect · owns 75% or more of O•••••• G••••• C•••••• G•••• I•••
- O••• O••••••• H••••••• L•• · Shareholderindirect · owns 75% or more of O•••••• G••••• S••••••• L••••••
- O••• U• H••••••• L•• · Memberindirect · owns 75% or more of O••• O••••••• H••••••• L••
- O•••••• G••••• C•••••• G•••• I••• · Memberindirect · owns 75% or more of O••• U• H••••••• L••
Related persons
Schedule D 7.A
- B•••• F••••• G•••••• P•••••• L•••pooled vehicle sponsorn
- C••••••••• G•••••• P•••••• L•••pooled vehicle sponsorn
- E••••••••• O••••••••• F••• G• L•••pooled vehicle sponsorn
- L••••••••• G• L••pooled vehicle sponsorn
- O••• L•••investment adviserbankn
- O••• S••••• G• S•• R•••pooled vehicle sponsorn
- O••• T••••••• ••• L•••pooled vehicle sponsorn
- O•••• L•investment adviserbanknRAUM $8.7B
- O••• G•• L•••pooled vehicle sponsorn
- O•••••• G••••• A•••• M••••••••• •• P•• L••investment adviserbankn
- O•••••• L••••• C••••• G• L•••pooled vehicle sponsorn
- O• T••••• O•• G• L••n
- T•• G• L••••••pooled vehicle sponsorn
Advisers that list O•••••• G••••• A•••• M••••••••• L•• as a related person
- 287919 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 41 to 38Nov 26, 2025 to Mar 26, 2026
- Advisory employees · 26 to 20Nov 26, 2025 to Mar 26, 2026
- Pooled vehicle clients · 34 to 28Nov 26, 2025 to Mar 26, 2026
- Assets in custody · $8.8B to $9.1BNov 26, 2025 to Mar 26, 2026
- Employees · 71 to 60Nov 26, 2025 to Mar 26, 2026
- Discretionary RAUM · $8.8B to $9.1BNov 26, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $1.2B to $2.2BNov 26, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $7.6B to $8.4BNov 26, 2025 to Mar 26, 2026
- RAUM · $9.9B to $11BNov 26, 2025 to Mar 26, 2026
- Accounts · 39 to 41Jan 2, 2025 to Mar 31, 2025
- Advisory employees · 27 to 26Jan 2, 2025 to Mar 31, 2025
- Pooled vehicle clients · 31 to 34Jan 2, 2025 to Mar 31, 2025
- Assets in custody · $7.3B to $8.8BJan 2, 2025 to Mar 31, 2025
- Employees · 67 to 71Jan 2, 2025 to Mar 31, 2025
- Financial planning clients · unset to Jan 2, 2025 to Mar 31, 2025
- Private funds · 9 to 8Jan 2, 2025 to Mar 31, 2025
- Discretionary RAUM · $9.6B to $8.8BJan 2, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $962M to $1.2BJan 2, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $8.3B to $7.6BJan 2, 2025 to Mar 31, 2025
- RAUM · $11B to $9.9BJan 2, 2025 to Mar 31, 2025
- HQ state · unset to Jul 11, 2024 to Jan 2, 2025
- Private funds · 8 to 9Jul 11, 2024 to Jan 2, 2025
- Private funds · 7 to 8Mar 28, 2024 to Jul 11, 2024
- Accounts · 36 to 39Oct 25, 2023 to Mar 28, 2024
- Pooled vehicle clients · 29 to 31Oct 25, 2023 to Mar 28, 2024
- Assets in custody · $7.0B to $7.3BOct 25, 2023 to Mar 28, 2024
- Employees · 58 to 67Oct 25, 2023 to Mar 28, 2024
- Discretionary RAUM · $9.0B to $9.6BOct 25, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $405M to $962MOct 25, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $7.6B to $8.3BOct 25, 2023 to Mar 28, 2024
- RAUM · $9.4B to $11BOct 25, 2023 to Mar 28, 2024
- Accounts · 28 to 36Feb 22, 2023 to Mar 31, 2023
- Advisory employees · 23 to 27Feb 22, 2023 to Mar 31, 2023
- Pooled vehicle clients · 25 to 29Feb 22, 2023 to Mar 31, 2023
- Assets in custody · $7.2B to $7.0BFeb 22, 2023 to Mar 31, 2023
- Employees · 50 to 58Feb 22, 2023 to Mar 31, 2023
- Discretionary RAUM · $7.2B to $9.0BFeb 22, 2023 to Mar 31, 2023
- Non-discretionary RAUM · $2.8B to $405MFeb 22, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $9.3B to $7.6BFeb 22, 2023 to Mar 31, 2023
- RAUM · $10B to $9.4BFeb 22, 2023 to Mar 31, 2023
Signals
12 dated events
- Adam David Burke (Head Of Distribution) no longer on Schedule A of O•••••• G••••• A•••• M••••••••• L•• (listed 2024-03-28, absent 2024-07-11)Jul 11, 2024 · Control person left · inference
- C Jin Guo (Chief Financial Officer) appeared on Schedule A of O•••••• G••••• A•••• M••••••••• L••Oct 25, 2023 · Control person joined · fact
- T•••• P•••••• L••••• (Chief Financial Officer) no longer on Schedule A of O•••••• G••••• A•••• M••••••••• L•• (listed 2023-07-28, absent 2023-10-25)Oct 25, 2023 · Control person left · inference
- Fredrik Hans Gentzel (Chief Operating Officer) appeared on Schedule A of O•••••• G••••• A•••• M••••••••• L••May 5, 2023 · Control person joined · fact
- Nmn Olivia Scanlon (Chief Operating Officer) no longer on Schedule A of O•••••• G••••• A•••• M••••••••• L•• (listed 2023-02-22, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- O•••••• G••••• A•••• M••••••••• L•• reported RAUM $10.0B, up 75% from $5.7B (2021-06-15 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Adam David Burke (Head Of Distribution) appeared on Schedule A of O•••••• G••••• A•••• M••••••••• L••Mar 31, 2022 · Control person joined · fact
- J••••• M•••••• R•••••• (Chief Financial Officer) no longer on Schedule A of O•••••• G••••• A•••• M••••••••• L•• (listed 2021-05-05, absent 2021-06-15)Jun 15, 2021 · Control person left · inference
- T•••• P•••••• L••••• (Chief Financial Officer) appeared on Schedule A of O•••••• G••••• A•••• M••••••••• L••Jun 15, 2021 · Control person joined · fact
- O•••••• G••••• A•••• M••••••••• L•• reported RAUM $3.5B, up 282% from $921.5M (2018-05-03 to 2018-10-30)Oct 30, 2018 · RAUM change · derived
- O•••••• G••••• A•••• M••••••••• L•• reported RAUM $901.3M, up 35% from $665.6M (2018-01-03 to 2018-02-26)Feb 26, 2018 · RAUM change · derived
- O•••••• G••••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 16, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O•••••• G••••• A•••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/O••••••-GLOBAL-ASSET-MANAGEMENT/ABOUTreportedpublic record, Form ADV, Sep 19, 2026
- Website
- O••••••GLOBAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 44 207 060 0088reportedpublic record, Form ADV, Mar 26, 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