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•••••• G•••• L••
Latest filing Mar 30, 2026
First filing on the tape May 12, 2022 · 11 filings
SEC status approved since Jun 13, 2022
RAUM
$7.0B
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
23
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$7.0B as of Mar 30, 2026
Mar 27, 2023$189M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 27, 20230 then
Employees (5.A)23 as of Mar 30, 2026
Mar 27, 20239 then
Private funds4 as of Mar 30, 2026
Mar 27, 20234 then
RAUM +22% over the last fiscal year+234% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $1.4BderivedRAUM 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
- +22%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 vehicles, selection of other advisersreportedItem 5.G
- Custody
- $7.0B, 5 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$34.5M100%
- 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
- $7.0B for 5 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.0 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•• M•••••• G•••• • P•••••• L•• | Private Equity Fund | $166M | 12 | May 12, 2022 |
| O•• M•••••• C•••••• I•• L•• | Private Equity Fund | $13.4M | 5 | Mar 27, 2023 |
| O•• M•••••• G•••• • S••••• L•• | Private Equity Fund | $12.2M | 3 | May 12, 2022 |
| O•• M•••••• C•••••• I••• L•• | Private Equity Fund | $8.9M | 3 | Mar 29, 2024 |
| O•• M•••••• C••••••• L•• | Private Equity Fund | $2.5M | 4 | May 12, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A••••• O•••• M••••• · Co-Founder, Managercontrolsince 01/2024 · owns less than 5%
- H••••••• R••••••• D••••• · Presidentcontrolsince 01/2024 · owns less than 5%
- K•••••• S••••• M•••••• · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
- M•••••• D••••• P••• · General Counselcontrolsince 09/2018 · owns less than 5%
- N••••••••• D•••••• P•••• · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- S•••••••• S••••• N•• · Co-Founder, Managercontrolsince 01/2024 · owns less than 5%
- S••••• J•••••••• T•••••• · Co-Founder, Managercontrolsince 01/2024 · owns less than 5%
- A••••• O•••• M••••• · Owner, Managing M•••••controlsince 10/2018 · owns 50% to 75% of O•• M•••••• H••••••• L••
- S•••••••• S••••• N•• · Owner, Managing M•••••controlsince 12/2023 · owns 75% or more of S•••• M••••• L••
- S••••• J•••••••• T•••••• · Owner, Managing M•••••controlsince 03/2012 · owns 75% or more of J• C•••••• M••••••••• L••
Entity owners
- J• C•••••• M••••••••• L•• · Ownerdirect · owns 25% to 50%
- O•• M•••••• H••••••• L•• · Ownerdirect · owns 25% to 50%
- S•••• M••••• L•• · Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- J• C•••••• M••••••••• L••pooled vehicle sponsory
- O•• M•••••• S•••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
What changed
consecutive filings, newest first
- Advisory employees · 13 to 12Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $5.8B to $7.0BMar 28, 2025 to Mar 30, 2026
- Employees · 22 to 23Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.8B to $7.0BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $23.6M to $34.5MMar 28, 2025 to Mar 30, 2026
- RAUM · $5.8B to $7.0BMar 28, 2025 to Mar 30, 2026
- Advisory employees · 10 to 13Apr 26, 2024 to Mar 28, 2025
- Assets in custody · $6.1B to $5.8BApr 26, 2024 to Mar 28, 2025
- Employees · 20 to 22Apr 26, 2024 to Mar 28, 2025
- Financial planning clients · unset to Apr 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $6.1B to $5.8BApr 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $73.8M to $23.6MApr 26, 2024 to Mar 28, 2025
- RAUM · $6.1B to $5.8BApr 26, 2024 to Mar 28, 2025
- Accounts · 4 to 5Feb 7, 2024 to Mar 29, 2024
- Advisory employees · 9 to 10Feb 7, 2024 to Mar 29, 2024
- Advisory activities · 1 to 3Feb 7, 2024 to Mar 29, 2024
- Assets in custody · $189M to $6.1BFeb 7, 2024 to Mar 29, 2024
- Employees · 9 to 20Feb 7, 2024 to Mar 29, 2024
- Discretionary RAUM · $189M to $6.1BFeb 7, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $189M to $73.8MFeb 7, 2024 to Mar 29, 2024
- RAUM · $189M to $6.1BFeb 7, 2024 to Mar 29, 2024
- Other offices · 0 to 1May 3, 2023 to Feb 2, 2024
- Accounts · 3 to 4Nov 4, 2022 to Mar 27, 2023
- Pooled vehicle clients · 3 to 4Nov 4, 2022 to Mar 27, 2023
- Assets in custody · $174M to $189MNov 4, 2022 to Mar 27, 2023
- Private funds · 3 to 4Nov 4, 2022 to Mar 27, 2023
- Discretionary RAUM · $174M to $189MNov 4, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $174M to $189MNov 4, 2022 to Mar 27, 2023
- RAUM · $174M to $189MNov 4, 2022 to Mar 27, 2023
Signals
6 dated events
- O•• M•••••• G•••• L•• reported RAUM $6.1B, up 3119% from $188.7M (2024-02-07 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Nmn Salil Seshadri (Co-Founder, Manager) appeared on Schedule A of O•• M•••••• G•••• L••Feb 2, 2024 · Control person joined · fact
- Tivadar Jonathan Soros (Co-Founder, Manager) appeared on Schedule A of O•• M•••••• G•••• L••Feb 2, 2024 · Control person joined · fact
- Daniel Richard Holahan (President) appeared on Schedule A of O•• M•••••• G•••• L••Feb 2, 2024 · Control person joined · fact
- Michael Scott Kaplan (Chief Financial Officer) appeared on Schedule A of O•• M•••••• G•••• L••Feb 2, 2024 · Control person joined · fact
- O•• M•••••• G•••• L•• filed its initial SEC registration (Form ADV)May 12, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O•• M•••••• G•••• L•• · Independent Sponsorsshared crd · capital_provider
- O•• M•••••• G•••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- o•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-655-7197reportedpublic record, Form ADV, Mar 30, 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
- Other adviserderiveda 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