SourcingSourcing

TOF MANAGER, LLC

C39
CRD 330178·SEC 801-136085·CLEVELAND, OH
AUM
$474.6M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TOF MANAGER, LLC
CRD
330178
SEC file #
801-136085
EIN
—
DBA names
The O.h.i.o. Fund

Economics

AUM
$474.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
10
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
CLEVELAND OH
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
theohiofund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KVAMME, MARK, DAVID
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
KVAMME, MARK, DAVID
Leach, Raymond
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THEOHIOFUND.COM
Rdap Domain Creation Date
2022-08-30T20:48:11Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0354
Soi Zip Pct 200k Plus
0.0056
Soi Zip Returns 200k Plus
30
Soi Zip Total AGI
176,043
Fdic Zip Total Deposits
5,573,720,000
Fdic Zip Branch Count
131
Fdic Zip Top Banks
PNC Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Fdic Zip Branches Raw
Society National BankCleveland, OH
Society National BankCleveland, OH
Fdic Zip HHI
1523.8
Fdic Zip Top Bank Share Pct
26.45
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-30T20:48:11Z
Rdap Domain Last Changed
2024-08-31T17:02:19Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,493
Returns2,710
Stub 2
AGI62,982
Returns1,780
Stub 3
AGI29,726
Returns500
Soi Zip Total Business Income
4,975
Soi Zip Total Cap Gains
313
Soi Zip Total Dividends
315
Soi Zip Total Returns
5,370
Top Owner CRD
6252151
Trust Company Affiliate
No

People (5)

5
KVAMME, MARK, DAVID
Direct Owner · 62.5%
6252151
Leach, Raymond
Direct Owner · 37.5%
7974149
Meyer, Jill
Executive Officer · 2.5%
6792940
venerable, michael
Executive Officer · 2.5%
6689994
JONATHAN MICHAEL WOWAK
Executive Officer · 2.5%
5755578