# OA Private Capital

> 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.

- CRD: 282516
- Filed as: OA PRIVATE CAPITAL
- Legal name: Ottawa Avenue Private Capital, LLC
- Also doing business as: RIDGELAKE PARTNERS (OA)
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282516
- AdvisorCensus page: https://advisorcensus.com/firm/oa-private-capital-grand-rapids-mi-282516

## Quick answers

**How is OA Private Capital compensated?**
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.

**Where is OA Private Capital located?**
OA Private Capital's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is OA Private Capital registered with the SEC or a state?**
OA Private Capital is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282516.

**How much does OA Private Capital manage?**
OA Private Capital reports $22,946,378,989 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (75% discretionary).

**How have OA Private Capital's assets and staff changed since 2021?**
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.

**What types of clients does OA Private Capital serve?**
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).

**Does OA Private Capital report any disciplinary disclosures?**
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

**What changed in OA Private Capital's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $22,946,378,989
- Discretionary: $17,103,667,013
- Non-discretionary: $5,842,711,976

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 60 | $5,937,230,944 |
| Pooled investment vehicles (other than investment companies and business development companies) | 31 | $16,977,523,287 |
| Charitable organizations | 3 | $31,624,758 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 91 total, 26 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ridgelake.com
- LinkedIn @oa-private-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $13,348,059,140 | 62 | April 28, 2021 |
| October 2022 | $17,715,549,479 | 60 | March 31, 2022 |
| October 2023 | $17,421,295,183 | 64 | June 16, 2023 |
| October 2024 | $20,209,044,347 | 74 | August 8, 2024 |
| October 2025 | $20,391,340,751 | 84 | July 23, 2025 |
| October 2026 | $22,946,378,989 | 91 | August 28, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OA Private Capital (CRD 282516): Form ADV filing data as of October 2026.