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Ofs Capital Management, LLC

● SEC registered since 2010CRD 153533SEC# 801-71366Chicago, IL
Export (members)
Reg. AUM
$1.76B
Employees
47
Accounts
13
Location
Chicago, IL

Ofs Capital Management, LLC assets under management

Ofs Capital Management, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2010. It reports $1.8 billion in regulatory assets under management and employs 47 people.

Ofs Capital Management, LLC owners & executives

11 reported
NameTitleOwnershipSince
Bilal (nmn) Rashid ControlPresident/Senior Managing DirectorUnder 5%2010
Kyle Spina ControlChief Financial OfficerUnder 5%2025
Mukya Sue Denise Porter ControlChief Compliance OfficerUnder 5%2017
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Frequently asked questions

How much does Ofs Capital Management, LLC manage?

Ofs Capital Management, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Ofs Capital Management, LLC have?

Ofs Capital Management, LLC reports 47 employees.

Where is Ofs Capital Management, LLC located?

Ofs Capital Management, LLC is based in Chicago, IL and has been SEC-registered since 2010.

Does Ofs Capital Management, LLC disclose fund performance?

Ofs Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 West Adams, Suite 1850, Chicago, IL 60606
Phone847-734-2000
Fax847-734-7910
Office hours9a.m. - 5p.m. (Cst)
SEC regionChicago Regional Office (CHRO)
CIK1525378
Discloses disciplinary historyNo

Regulatory AUM

$1.76B▼ 8%
Mar '25 — $1.92BApr '25 — $1.92BMay '25 — $1.92BJun '25 — $1.92BJul '25 — $1.92BAug '25 — $1.92BSep '25 — $1.92BOct '25 — $1.92BNov '25 — $1.92BDec '25 — $1.92BJan '26 — $1.92BFeb '26 — $1.92BMar '26 — $1.76BApr '26 — $1.76BMay '26 — $1.76BJun '26 — $1.76B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$1.76Bregulatory AUM
Discretionary $1.76B