SourcingSourcing

OFS CAPITAL MANAGEMENT, LLC

C25
CRD 153533·SEC 801-71366·CHICAGO, IL
AUM
$1.76B
$1B+
Est. Revenue
$17.6M
@ 1% on AUM
Est. EBITDA
$5.3M
@ 30% margin
Est. Deal Value
$42.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OFS CAPITAL MANAGEMENT, LLC
CRD
153533
SEC file #
801-71366
EIN
—
DBA names
—

Economics

AUM
$1.76B
AUM band
$1B+
AUM trajectory
'20'26
$1.30B → $1.76B▲ +35%
Client mix
Investment Companies2
Business Devel Companies2
Pooled Investment Vehicles2

Operations

Employees (total)
47
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'20'26
26 advisors → 23 advisors▼ -12%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ofsmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ORCHARD FIRST SOURCE ASSET
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ORCHARD FIRST SOURCE ASSET
PORTER, MUKYA, SUE DENISE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OFSMANAGEMENT.COM
Rdap Domain Creation Date
2010-10-04T22:53:15Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy Corporate Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
U.s. Bank2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-04T22:53:15Z
Rdap Domain Last Changed
2025-06-30T15:35:21Z
Rdap Nameservers
Ns05.gcd-dns.comNs06.gcd-dns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (4)

4
MUKYA SUE DENISE PORTER
Executive Officer · 2.5%
4775531
RASHID, BILAL, (NMN)
Executive Officer · 2.5%
4060309
REICHERT, TOD, KEVIN
Executive Officer · 2.5%
6774417
Spina, Kyle
Executive Officer · 2.5%
8236469