About OFS Management
OFS Management is a Financial Services company based in Chicago (United States) founded in 1994. Diversified investment management services are provided by OFS. OFS Management offers products and services including Middle Market Lending, Broadly Syndicated Loans, and Structured Credit. Its focus areas include Asset Management and Diversified. Its legal entity is OFS Capital Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
OFS was established in 1994 and is headquartered in Chicago, United States. Investment management activities are conducted across diversified sectors by the firm. A range of services, including portfolio management and advisory, is offered to clients. Operations are centered on asset allocation and risk assessment strategies. The focus remains on institutional and individual investors within the financial services industry.
- Headquarters Chicago, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ofsmanagement.com
- Social LinkedIn
- Legal Name Ofs Capital Management, Llc
- Latest Funding Round$43.5M (USD), Debt – Conventional
Oct 2018
Products & Services of OFS Management
OFS Management offers a comprehensive portfolio of products and services, including Middle Market Lending, Broadly Syndicated Loans, and Structured Credit.
Offers financing and equity to underserved middle market companies.
Invests in senior secured tranches of capital structures.
Structures investments in CLO equity, debt, and CMBS.
Funding Insights of OFS Management
- Total Rounds 1
- Last Round Debt – Conventional — $43.5M
- First Round $43.5M
(Oct 2018)
All 1 funding rounds of OFS Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2018 | $43.5M | Debt – Conventional | – | – | – |
People of OFS Management
11 people are tracked at OFS Management (6 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Josh Mahon | Director - Credit (buy-side) | Leadership |
Bilal Rashid | President, Chief Executive Officer and Chairman of the Board | Leadership |
Doug Bunim | Managing Director, Middle Market Private Credit | Leadership |
Mukya Porter | Chief Compliance Officer | Leadership |
Sylbia Man | Vice President | Leadership |
Ken Brown | Managing Director | Leadership |
Craig Ball | Controller | Team |
Kyle Llano | Senior Accountant | Team |
Alex Fleming | Avp, Lending | Team |
Cesar Cahue | Senior Operations Analyst | Team |
David Fitzgerald | Accounting Manager | Team |
Complete people profiles for OFS Management
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Timeline of OFS Management
2 dated milestones of OFS Management across 24 years, from founding to its latest funding, stage changes and deals.
- Founded OFS Management is founded.
- Funding First funding round of $43.5M.
Competitors of OFS Management
OFS Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of OFS Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of OFS Management
The website of OFS Management (ofsmanagement.com) receives about 1.7K visits a month.
- Monthly visits1.7K
▲ 30.3% vs previous month
Websites whose visitors overlap most with OFS Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ofscapital.com | 100% | 3K | View details |
Top companies in Asset Management
3 companies that operate in the same segment as OFS Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Ofs Management
Complete news archive for OFS Management
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Frequently Asked Questions about OFS Management
OFS Management was founded in 1994 and raised its 1st funding round 24 years after it was founded.
OFS Management is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
OFS was established in 1994 and is headquartered in Chicago, United States. Investment management activities are conducted across diversified sectors by the firm. A range of services, including portfolio management and advisory, is offered to clients. Operations are centered on asset allocation and risk assessment strategies. The focus remains on institutional and individual investors within the financial services industry.
OFS Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
OFS Management offers Middle Market Lending, Broadly Syndicated Loans, and Structured Credit.
OFS Management operates through Ofs Capital Management, Llc.