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Building 2OA PRIVATE CAPITAL

Map pinGRAND RAPIDS, MI
Phone616-278-6000
NotebookSEC #801-107115
Total AUM
$22.9B
Employees
91
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 MONROE AVENUE NW
SUITE 500
GRAND RAPIDS
MI 49503
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
616-278-6000

ReceiptFinancials

Total AUM
$22.9B
Accounts
94
Discretionary
$17.1B
Accounts
31
Non-Discretionary
$5.8B
Accounts
63

ContactClients

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HNW Individual Clients
60
AUM
$5.9B
Pooled Vehicle Clients
31
AUM
$17B
Charitable Organization Clients
3
AUM
$31.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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