{
  "crd_number": 282516,
  "slug": "oa-private-capital-grand-rapids-mi-282516",
  "primary_business_name": "OA PRIVATE CAPITAL",
  "legal_name": "OTTAWA AVENUE PRIVATE CAPITAL, LLC",
  "dbas": [
    "RIDGELAKE PARTNERS (OA)"
  ],
  "city": "Grand Rapids",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-01-25",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": 22946378989.0,
  "raum_discretionary": 17103667013.0,
  "raum_non_discretionary": 5842711976.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 91,
  "advisory_employees": 26,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 31624758.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 5937230944.0,
      "count": 60
    },
    "pooled_investment_vehicles": {
      "raum": 16977523287.0,
      "count": 31
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://linkedin.com/company/oa-private-capital",
    "https://ridgelake.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282516",
  "city_as_filed": "GRAND RAPIDS",
  "url": "https://advisorcensus.com/firm/oa-private-capital-grand-rapids-mi-282516",
  "display_name": "OA Private Capital",
  "summary": "OA Private Capital is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. OA Private Capital (CRD 282516): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is OA Private Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), OA Private Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is OA Private Capital located?",
      "a": "OA Private Capital's principal office is in Grand Rapids, MI, according to its Form ADV."
    },
    {
      "q": "Is OA Private Capital registered with the SEC or a state?",
      "a": "OA Private Capital is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282516."
    },
    {
      "q": "How much does OA Private Capital manage?",
      "a": "OA Private Capital reports $22,946,378,989 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (75% discretionary)."
    },
    {
      "q": "How have OA Private Capital's assets and staff changed since 2021?",
      "a": "In the Form ADV data for OA Private Capital: Regulatory assets under management: $13,348,059,140 in the October 2021 data and $22,946,378,989 in the October 2026 data, up 72%. Total employees: 62 in October 2021 and 91 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does OA Private Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (60); pooled investment vehicles (other than investment companies and business development companies) (31); charitable organizations (3)."
    },
    {
      "q": "Does OA Private Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282516"
    },
    {
      "q": "What changed in OA Private Capital's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 23 to 26. Regulatory assets under management went from $20,391,340,751 to $22,946,378,989 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 13348059140.0,
      "total_employees": 62,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 17715549479.0,
      "total_employees": 60,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 17421295183.0,
      "total_employees": 64,
      "filing_date": "2023-06-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 20209044347.0,
      "total_employees": 74,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 20391340751.0,
      "total_employees": 84,
      "filing_date": "2025-07-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 22946378989.0,
      "total_employees": 91,
      "filing_date": "2026-08-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 23 to 26.",
        "Regulatory assets under management went from $20,391,340,751 to $22,946,378,989 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/oa-private-capital-grand-rapids-mi-282516.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 5937230944.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 16977523287.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 31624758.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282516",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}