O.F.O. Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
O.F.O. Partners reports 10 clients. They include 10 high-net-worth individuals. Of its assets, 67.6% ($74.4M across 48 accounts) are managed with discretion; $35.6M across 13 accounts are not. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 68% |
| Charitable organizations | Fewer than 5 | 31% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $833K | 0.8% | — |
| High-net-worth individuals | 10 | $75.1M | 68.3% | $7.51M |
| Charitable organizations | Fewer than 5 | $33.9M | 30.9% | — |
| Corporations and other businesses | Fewer than 5 | $110K | 0.1% | — |
| Total | 10 | $110M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $833K
- AUM share
- 0.8%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $75.1M
- AUM share
- 68.3%
- Avg. per client
- $7.51M
- Clients
- Fewer than 5
- Regulatory AUM
- $33.9M
- AUM share
- 30.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $110K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 10
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
O.F.O. Partners charges 0.24%–0.88% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting Services
- Ongoing consulting is a fixed monthly fee of up to $25,000, paid in advance; project-based consulting is up to $25,000; negotiable.
Douglas Moon owns 75% or more of O.F.O. Partners. The leadership team of O.F.O. Partners includes Chief Compliance Officer Douglas Moon. It has 3 employees, 1 of them in advisory roles.
Leadership
- Douglas MoonManaging Member and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of O.f.o. Partners, LLC
Douglas Moon
Control person · since October 2018
- Owns 10% to 25% of O.f.o. Partners, LLC
Perry J. Vieth 2021 Trust
since August 2023
Perry Vieth
Trustee · since August 2023
Besides its headquarters, O.F.O. Partners has 1 office, with 2 listed addresses in Florida and Massachusetts.
Florida · 1 listed address
- 780 5th Avenue South, Naples
Massachusetts · 1 listed address
- 18 Shipyard Drive, Suite 3d, HinghamHQ
Contact and registration details
- Legal name
- O.f.o. Partners, LLC
- Headquarters
- 18 Shipyard Drive, Suite 3d, Hingham, MA 02043
- Website
- ofopartners.com
- Phone
- 617-829-8800
- @ofopartners
- SEC file
- 801-136025
- Structure
- Delaware LLC
- Fiscal year end
- December
O.F.O. Partners uses Charles Schwab ($84.9M) as custodian for its separately managed accounts. O.F.O. Partners has custody of $9.77M in client assets for 6 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Jersey City, NJ · $84.9M100%
At year end, O.F.O. Partners’ separately managed accounts were mostly in stocks (70%) and cash (21%).
What the accounts hold
- Stocks70%
- Funds7%
- Bonds2%
- Cash21%
How many clients does O.F.O. Partners have?
O.F.O. Partners has 10 clients and manages $110 million for them, as of April 2026. They include 10 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does O.F.O. Partners offer?
O.F.O. Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does O.F.O. Partners charge?
O.F.O. Partners charges 0.24%–0.88% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: OFO PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT, filed 27 March 2026
Which custodians does O.F.O. Partners use?
O.F.O. Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Jersey City, NJ), with $84.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does O.F.O. Partners have?
O.F.O. Partners has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does O.F.O. Partners invest in?
At the end of its last fiscal year, O.F.O. Partners’ separately managed accounts held 70% exchange-traded equities, 21% cash and equivalents, 7% registered funds (mutual funds, ETFs, BDCs) and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns O.F.O. Partners?
O.F.O. Partners’ direct owners are Douglas Moon (75% or more) and Perry J. Vieth 2021 Trust (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does O.F.O. Partners get paid?
O.F.O. Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact O.F.O. Partners?
O.F.O. Partners’ main office is at 18 Shipyard Drive, Suite 3d, Hingham, MA 02043. Its phone number is 617-829-8800. Its website is ofopartners.com.