$110.0M Total AUM
$74.4M Disc. AUM
-- 3Y CAGR
3 Employees
18 ADV. Clients
7 yrs Firm Age
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- 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
7.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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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
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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 |
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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% |