op
Oa Private Capital
SEC-regulated
Registered investment advisor
Ottawa Avenue Private Capital, LLC, based in Grand Rapids, Michigan, was founded in 2015 to manage investments in private equity funds, co-investments, and various asset classes. As a subsidiary of Wakestream Holdings, Inc., it primarily serves the Richard and Helen DeVos family, managing investments since 1991. The firm offers private funds for select third-party investors and sponsors Funds for co-investment opportunities. Clients include high net worth families, foundations, and insurance companies. The firm's investment strategies involve private equity, credit, and secondary funds, with a focus on co-investments. The Company has approximately $20.4 billion in regulatory assets under management, with a discretionary basis of $14.8 billion. Fees are based on assets under management and realized gains, with performance-based fees for RDV Clients. The Company may engage third-party placement agents for investor introductions, with placement fees borne by the Company. The firm follows a code of ethics, ensuring fair treatment of all clients and managing conflicts of interest. The Company provides custody through independent qualified custodians and exercises discretion over client investments. The firm has policies for voting client securities and maintains financial stability. No material disciplinary events have been reported.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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