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ONDO CAPITAL MANAGEMENT LLC

GREENWICH, CT · CRD 325197 · IAPD ↗ · ondo.finance · 203-489-5000

$952.5MRegulatory AUM
7Advisory reps
35Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ONDO CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($406.5M -> $952.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
December 2025 — ONDO CAPITAL MANAGEMENT LLC (GREENWICH, CT) is newly SEC-registered with $406.5M RAUM and 6 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.