Ofs Capital Management, LLC

Fee-Only (% of Portfolio)

OFS Capital Management focuses on investments in middle-market and broadly syndicated U.S. loans, debt and equity positions in collateralized loan obligations (CLOs), structured credit investments, and corporate fixed income bonds. OFS Management serves as the investment advisor to business development companies, registered closed-end funds, certain separately managed accounts, and sub-advised accounts. OFS Management may also serve as sub-adviser to certain affiliated and unaffiliated pooled investment vehicles.

Assets Under Management$1.9B
Clients5
AdvisorsN/A
Avg. per Client$380M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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