O.f.o. Partners, LLC
O.f.o. Partners, LLC is an SEC-registered ria with $110.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns O.f.o. Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297424, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $110.0M (2026-04-01)
- Firm type
- Ria
- Employees
- 3
- Clients
- 10
- CRD
- 297424
- Ownership
- MOON, DOUGLAS, VINAL; PERRY J. VIETH 2021 TRUST; VIETH, PERRY, JOHN; WINN, CHRISTOPHER, EDWARD
How much AUM does O.f.o. Partners, LLC have?
O.f.o. Partners, LLC reported $110.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns O.f.o. Partners, LLC?
Disclosed owners and executives of O.f.o. Partners, LLC include MOON, DOUGLAS, VINAL, PERRY J. VIETH 2021 TRUST, VIETH, PERRY, JOHN, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.