← Directory
O.F.O. PARTNERS, LLC
CRD 297424File 801-136025
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$110.0M
Bottom 25% of cohort (national)
Discretionary AUM
$74.4M
Non-discretionary $35.6M
Clients
10
61 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 27, 2026
- Principal office
- 18 SHIPYARD DRIVE, SUITE 3D, HINGHAM, MA, 02043
- Phone
- (617) 829-8800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $110.0M
- Discretionary AUM
- $74.4M
- Non-discretionary AUM
- $35.6M
- Discretionary accounts
- 48
- Non-discretionary accounts
- 13
- Total accounts
- 61
- AUM per client
- $11.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $110K |
| Charitable organizations | Fewer than 5 | $33.9M |
| High net worth individuals | 10 | $75.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $833K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.