OA PRIVATE CAPITAL

Legal name: OTTAWA AVENUE PRIVATE CAPITAL, LLC

CRD 282516File 801-107115

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$22.95B

Top 10% of cohort (national)

Discretionary AUM

$17.10B

Non-discretionary $5.84B

Clients

94 accounts

Employees

Top 10% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 25, 2016
Principal office: 200 MONROE AVENUE NW, SUITE 500, GRAND RAPIDS, MI, 49503
Phone: 616-278-6000
Website: https://www.linkedin.com/company/oa-private-capital/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $22.95B
Discretionary AUM: $17.10B
Non-discretionary AUM: $5.84B
Discretionary accounts: 31
Non-discretionary accounts: 63
Total accounts: 94
AUM per client: $244.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$31.6M
High net worth individuals	60	$5.94B
Pooled investment vehicles	31	$16.98B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.