Ofi Private Investments Inc is a large advisory firm based in New York. It manages $2 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Ofi Private Investments provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ofi Private Investments Inc is $2 billion. The firm's AUM has grown by 2304% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ofi Private Investments Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Martha Boal Willis is state or municipal government entities with 2 clients and $2 billion of assets under management. Among the 7 most similar advisory firms, Ofi Private Investments has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $2 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
Ofi Private Investments doesn't advise any private funds.
Martha Boal Willis has been acting as President since 1 Jan 2010. John Carlin Mcdonough joined the executive team most recently as the Director & President.
The principal office where Ofi Private Investments Inc performs its advisory services is located at 225 Liberty Street, 11 Th Floor, New York, NY 10281 1008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-323-0200 or by fax 212-323-4071. The normal business hours are 8:30.m. to 5:00p.m. on Monday - Friday.