Oac Capital Advisors LLC
Oac Capital Advisors LLC is an SEC-registered ria with $212.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Oac Capital Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317559, SEC 801-128173, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $212.0M (2026-03-12)
- Firm type
- Ria
- Employees
- 5
- Clients
- 31
- CRD
- 317559
- Ownership
- HEIN, BENJAMIN, ENGLERT; PENN, CLEMENT; DOPPELMOPPEL & BEKLOPPEL LLC; THE BENJAMIN E. HEIN M&A LIVING TRUST U/A/D 11/12/1997; OCTOGONE ADVISORS (CAYMAN) LTD.
How much AUM does Oac Capital Advisors LLC have?
Oac Capital Advisors LLC reported $212.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Oac Capital Advisors LLC?
Disclosed owners and executives of Oac Capital Advisors LLC include HEIN, BENJAMIN, ENGLERT, PENN, CLEMENT, DOPPELMOPPEL & BEKLOPPEL LLC, THE BENJAMIN E. HEIN M&A LIVING TRUST U/A/D 11/12/1997, OCTOGONE ADVISORS (CAYMAN) LTD.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.