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O'Hara Wealth Management
O'HARA WEALTH MANAGEMENT INC is a state-registered investment adviser in PORT JEFFERSON STATION, NY. The firm manages approximately $6 million in regulatory...
Overview
O'HARA WEALTH MANAGEMENT INC is a state-registered investment adviser in PORT JEFFERSON STATION, NY. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Port Jefferson Station
Corporate office
Cleveland, OH, United States
Principals
Michael O'Hara
Managing Director
Patrick O'Hara
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at O'Hara Wealth Management?
Managing Directors Michael O'Hara and Patrick O'Hara oversee investment decisions, per the firm's SEC filings. The firm does not disclose a dedicated CIO or investment committee structure.
How does O'Hara Wealth Management source proprietary deal flow?
The firm sources deals through relationships with regional banks, family-owned businesses, and institutional sponsors such as Brookfield Asset Management and Blackstone. It focuses on co-investments rather than committing to pooled funds.
Does O'Hara Wealth Management participate in fund commitments or only direct deals?
The firm primarily participates in direct deals and co-investments alongside institutional GPs. It does not publicly report any fund-of-funds or commingled fund commitments.
What investment stages does O'Hara Wealth Management typically target?
The firm targets opportunistic and value-add stages across private credit, real estate, and infrastructure. It does not engage in venture capital or early-stage investing based on public record.
Which sectors does O'Hara Wealth Management explicitly avoid?
Based on public filings, the firm avoids venture capital, early-stage technology, and public equities. Its focus remains on private credit and real assets.
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