{
  "crd_number": 312857,
  "slug": "oup-management-co-llc-bala-cynwyd-pa-312857",
  "primary_business_name": "OUP MANAGEMENT CO., LLC",
  "legal_name": "OUP MANAGEMENT CO., LLC",
  "dbas": [],
  "city": "Bala Cynwyd",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2021-03-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/osage-university-partners",
    "https://medium.com/osage-university-partners",
    "https://osagepartners.com",
    "https://oup.vc",
    "https://podcasts.apple.com/us/podcast/research-realized/id1330708846",
    "https://soundcloud.com/researchrealized",
    "https://twitter.com/oup_vc",
    "https://youtube.com/channel/UCt-Ih-PDZYEiguh_pIevDaA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312857",
  "city_as_filed": "BALA CYNWYD",
  "url": "https://advisorcensus.com/firm/oup-management-co-llc-bala-cynwyd-pa-312857",
  "display_name": "OUP Management Co., LLC",
  "summary": "OUP Management Co., LLC is an exempt reporting adviser in Bala Cynwyd, PA, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. OUP Management Co., LLC (CRD 312857): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is OUP Management Co., LLC located?",
      "a": "OUP Management Co., LLC's principal office is in Bala Cynwyd, PA, according to its Form ADV."
    },
    {
      "q": "How does OUP Management Co., LLC report to regulators?",
      "a": "OUP Management Co., LLC is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 312857."
    },
    {
      "q": "Does OUP Management Co., LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312857"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-04-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-07-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-04-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-04-09"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/oup-management-co-llc-bala-cynwyd-pa-312857.md",
  "clients": [],
  "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/312857",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}