Adviser directory · browse
Private fund advisers in Ohio
28 advisers on the SEC Form ADV roster that report private funds under Item 7.B, largest private fund gross assets first. Each page carries the registration as filed, Item 11 disclosures, fund counts, and the Form D filing activity of the funds in AltStreet's ledger. The per-fund roster is in the terminal.
Townsend Holdings LLC
RIA37 private funds, mostly other private funds · Cleveland, OH
Fort Washington Investment Advisors INC
RIA45 private funds, mostly private equity funds · Cincinnati, OH
Rockbridge Capital, LLC
RIA23 private funds, mostly real estate funds · Columbus, OH
Drive Capital LLC
RIA21 private funds, mostly venture capital funds · Columbus, OH
American Money Management Corporation ("ammc")
RIA14 private funds, mostly securitized asset funds · Cincinnati, OH
Glasfunds, LLC
RIA2 private funds, mostly private equity funds · Cleveland, OH
White Oak Partners Investment Advisor, LLC
RIA8 private funds, mostly real estate funds · Westerville, OH
Sequoia Financial Group, L.L.C.
RIA17 private funds, mostly private equity funds · Akron, OH
Cm Wealth Advisors LLC
RIA30 private funds, mostly private equity funds · Beachwood, OH
Nationwide Asset Management, LLC
RIA2 private funds, mostly other private funds · Columbus, OH · 3 Item 11 disclosures
Feg Private Investors, LLC
RIA27 private funds, mostly other private funds · 4 Form D chains on the ledger · Cincinnati, OH
Blue Point Capital Partners LLC
RIA13 private funds, mostly private equity funds · 6 Form D chains on the ledger · Cleveland, OH
Constellation Wealth Advisors
RIA4 private funds, mostly private equity funds · 4 Form D chains on the ledger · Cincinnati, OH
Mai Capital Management, LLC
RIA33 private funds, mostly private equity funds · 27 Form D chains on the ledger · Cleveland, OH
Org Portfolio Management LLC
RIA5 private funds, mostly other private funds · Beachwood, OH
Resilience Management
RIA15 private funds, mostly private equity funds · Cleveland, OH · 4 Item 11 disclosures
Cyprium Partners
RIA5 private funds, mostly private equity funds · 1 Form D chain on the ledger · Cleveland, OH
Rc Capital
RIA11 private funds, mostly private equity funds · 2 Form D chains on the ledger · Cincinnati, OH · 1 Item 11 disclosure
Constellation Investments, INC.
RIA4 private funds, mostly securitized asset funds · Montgomery, OH
Edgewater Capital Partners
RIA4 private funds, mostly private equity funds · 2 Form D chains on the ledger · Independence, OH
Elizabeth Park Capital Management, LTD
RIA4 private funds, mostly hedge funds · Pepper Pike, OH
Windsor Advisory Group, LLC
RIA4 private funds, mostly other private funds · Columbus, OH
Cw Industrial Partners, LLC
RIA4 private funds, mostly private equity funds · Cleveland, OH
Clutterbuck Capital Management LLC
RIA3 private funds, mostly hedge funds · 1 Form D chain on the ledger · Cleveland, OH
Weinberg Capital Group, INC.
ERA10 private funds, mostly private equity funds · 7 Form D chains on the ledger · Pepper Pike, OH
Diamond Hill Capital Management, LLC
RIA1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Columbus, OH
Hamilton Capital
RIA2 private funds, mostly real estate funds · 2 Form D chains on the ledger · Columbus, OH
Alan B. Lancz & Associates, INC.
RIA2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Toledo, OH
More states
Source: SEC Form ADV via IARD, latest monthly roster; Form D chains from AltStreet's EDGAR ledger joined through Schedule D 7.B.(1). Counts and totals only; nothing on this page is investment advice.