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ONCAP MANAGEMENT PARTNERS L.P.

Advisory

N·TORONTO

Data as of May 15, 2026 · Source: SEC Form ADV

Total AUM
$3.7B
1-Year AUM Growth
+18.3%
3-Year CAGR
+22.4%
Employees
31
Assets Under Management
Total AUM$3.7B
Discretionary AUM$3.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees31
Investment Advisers174
Employee Growth (1Y)-3.3%
Filing History
Total Filings on Record13
First FilingApr 28, 2017
Latest FilingMay 15, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

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🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

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