Ocm Private Wealth, LLC
● SEC registered since 2024CRD 332302SEC# 801-131099Chicago, IL
Ranks #4,428 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$338.1M
Fund GAV
$74.6M
Private funds
7
Employees
8
Accounts
606
Location
Chicago, IL
Ocm Private Wealth, LLC assets under management
Ocm Private Wealth, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $338.1 million in regulatory assets under management and employs 8 people. Ocm Private Wealth, LLC manages 7 private funds with combined gross assets of $74.6 million, including Ocm Pw Positron Qp, LLC. By regulatory assets, it ranks 4,428 of 6,004 private fund managers.
Ocm Private Wealth, LLC private funds
7 funds · $74.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ocm Pw Positron Qp, LLC | Venture Capital | $24.4M | $50K |
| Ocm Pw Lambda Qp, LLC | Private Equity | $17.6M | $50K |
| Ocm Pw Positron LLC | Venture Capital | $13.8M | $100K |
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Join to unlock · $37/moOcm Private Wealth, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason A Tosh Control | Principal/Member | 25-50% | 2024 |
| Karey Ann Williams | Chief Compliance Officer | Under 5% | 2025 |
| Mitchell Lawrence Stein Control | Principal/Member | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Ocm Private Wealth, LLC manage?
Ocm Private Wealth, LLC reports $338.1 million in regulatory assets under management on its Form ADV.
How many private funds does Ocm Private Wealth, LLC manage?
Ocm Private Wealth, LLC manages 7 private funds with combined gross assets of $74.6 million.
How many employees does Ocm Private Wealth, LLC have?
Ocm Private Wealth, LLC reports 8 employees.
Where is Ocm Private Wealth, LLC located?
Ocm Private Wealth, LLC is based in Chicago, IL and has been SEC-registered since 2024.
Does Ocm Private Wealth, LLC disclose fund performance?
Ocm Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 401 N. Michigan Avenue, Suite 610, Chicago, IL 60611-5584 |
| Phone | 312-798-9045 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$338.1M▲ 130%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
AUM vs fund managersTop 74%
Larger than 26% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$338.1Mregulatory AUM
Discretionary $338.1M
Fund type mix
Private Equity3
Venture Capital2
Other Private2