$110.0M Total AUM
$74.4M Disc. AUM
-- 3Y CAGR
3 Employees
18 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- AtlasHarbor ridge
- Established Date
- 11-13-2018
- Office Locations
- 1
Office Locations
18 Shipyard Drive Suite 3D Hingham MA
About O.f.o. Partners, LLC
O.F.O. Partners, LLC is a Hingham, MA registered investment adviser serving entrepreneurs and other retail and institutional clients with financial and investment planning and asset-allocation portfolios. Managed accounts are predominantly ETF-based, with some use of mutual funds and fixed income, and the firm uses Addepar for reporting; custody includes Charles Schwab.
Team overview
-- AVG AGE
$110.0M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
7.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Full visibility includes strategy notes for catalyst capital summit.
Request access to benchmark trends tied to peak fusion.
Unlock to see real insight on horizon matrix unison.
See the complete signal summary connected to wave.
Unlock to see real insight on ember ridge.
Open the full profile to inspect shifts in north vertex.
Request access to benchmark trends tied to element.
Unlock to compare peer behavior around quantum zenith.
Asset Classes
Focus momentum
Client Personas
Peak
Custodian
Zenith glacier
Investment Themes
Value vital
Investment Vehicles
Delta
Services
Quantum north Wave
Technology
Legacy Frontier oak
Owner & Executives
D
DOUGLAS VINAL MOON
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4262572
- Ownership
- 75% or more
(329) 796-1742
momentum.insight@peakcapital.com
in linkedin.com/in/fusion-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,412,829 | $1,550,267 |
| Non-Discretionary | $35,592,573 | $2,737,890 |
| Total | $110,005,402 | $1,803,367 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $110,005,402
Equity - Exchange:
9.7% Cash:
29.1% Public Funds:
37.9% Municipal Bonds:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $171,413,433 | 9.7% |
| Cash | $514,240,298 | 29.1% |
| Public Funds | $669,749,392 | 37.9% |
| Municipal Bonds | $411,745,668 | 23.3% |
| Total | $1,767,148,791 | 100.0% |