OELSCHLAGER INVESTMENTS
OELSCHLAGER INVESTMENTS LLC Legal Name
Adviser information for OELSCHLAGER INVESTMENTS last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 20 | $52.0M |
| Non-Discretionary | 0 | $0 |
| Total | 20 | $52.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 18 | $16.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $36.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-117587 |
|---|---|
| SEC ERA File Number | 801-117587 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306035 |
| Legal Entity Identifier | None |
Principal Office
4040 EMBASSY PKWY SUITE 320AKRON
OH
United States
Monday - Friday, 8:30-5:00
Tel: 330-664-9920, Fax: None
Chief Compliance Officer
TINA OELSCHLAGER
4040 EMBASSY PKWY SUITE 320
AKRON
OH
United States
Tel:
330-664-9922
T***@*************************M
(Full email address available in API data)
Regulatory Contact
JOHN BLUE
MANAGING PARTNER FOR PINE ADVISOR SOLUTIONS
501 S. CHERRY ST.
SUITE 1090
DENVER
CO
United States
Tel:
720-651-8006
J*@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OELSCHLAGER, TINA, TAN | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 09/2019 | < 5% |
| OELSCHLAGER, MARK, WESLEY | Individual | – | MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER | 09/2019 | > 75% |