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OFS CAPITAL MANAGEMENT, LLC

10 South Wacker Drive
Suite 2500
Chicago, Illinois 60606
Tel: 847-734-2000

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About OFS CAPITAL MANAGEMENT, LLC

OFS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as OFS CAPITAL MANAGEMENT, LLC. The firm was established in 04/20/2010. They have over 3 offices throughout the country.

OFS CAPITAL MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $2,502,172,065 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 53 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153533
SEC#801-71366
Assets Managed by Firm$2,502,172,065
No. of Clients13
No. of Advisors53

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total13$2,502,172,065

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