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BOELTE O'HARA WEALTH MANAGEMENT
BOELTE O'HARA WEALTH MANAGEMENT is a state-registered investment adviser in CLARKSVILLE, VA. The firm manages approximately $16 million in regulatory assets.
Overview
BOELTE O'HARA WEALTH MANAGEMENT is a state-registered investment adviser in CLARKSVILLE, VA. The firm manages approximately $16 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Clarksville
Corporate office
Cincinnati, OH, United States
Principals
Michael E. O'Hara
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at BOELTE O'HARA WEALTH MANAGEMENT?
Michael E. O'Hara serves as Managing Partner and directs the firm's overall strategy. The firm does not publicly disclose a dedicated CIO role separate from its managing partners.
How does BOELTE O'HARA source proprietary deal flow?
The firm's deal flow originates from long-standing relationships with Midwest-based family enterprises and their legal/tax advisors. Direct investments in private real estate and energy partnerships are sourced through these networks rather than through competitive auctions.
What investment stages does BOELTE O'HARA typically target?
The firm focuses on liquid asset allocations through separately managed accounts, not venture-stage or growth-equity direct investing. Its alternative allocations involve direct ownership of private real estate and energy partnerships rather than fund commitments.
What is BOELTE O'HARA's known posture on co-investments alongside external GPs?
The firm does not publicly report co-investment activity. Its alternative allocations are structured as direct ownership positions rather than through external GP partnerships.
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