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O.F.O. PARTNERS, LLC

HINGHAM, MA · CRD 297424 · IAPD ↗ · (617) 829-8800

$110.0MRegulatory AUM
1Advisory reps
3Employees
8Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — O.F.O. PARTNERS, LLC (HINGHAM, MA) is newly SEC-registered with $110.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.