In On Capital Advisors Llc
- Regulatory AUM
- $389M
- Discretionary
- $306K
- Clients
- 40
- Avg AUM / client
- $9.7M
- Accounts
- 40
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 40 | $389M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $20.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Active Equity Global Strategy | Other Private Fund | Guernsey | $6.9M | 50 |
| Everest Global Strategy | Other Private Fund | Guernsey | $4.3M | 26 |
| G3 Investments | Other Private Fund | Guernsey | $3.3M | 1 |
| Next Generation Global Strategy | Other Private Fund | Guernsey | $3.2M | 12 |
| Global Alternatives Opportunities | Other Private Fund | Guernsey | $2.7M | 5 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roger Campama | President | Jul 2017 (9y) | 75% or more | |
| Alberto Batista | Cco | Mar 2018 (8y) | Less than 5% | |
| Paulo Nery Da Costa Pita | Registered representative | CFA | Mar 2024 (2y) | |
| Nathaly Pamela Darani | Registered representative | CFA | Jan 2026 (1y) | |
| Philippe Jacques Preite | Registered representative | CFA | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $20.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Active Equity Global Strategy | Other Private Fund | $6.9M | $1.0K | 50 |
| Everest Global Strategy | Other Private Fund | $4.3M | $1.0K | 26 |
| G3 Investments | Other Private Fund | $3.3M | $1.0K | 1 |
| Next Generation Global Strategy | Other Private Fund | $3.2M | $1.0K | 12 |
| Global Alternatives Opportunities | Other Private Fund | $2.7M | $1.0K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- J.P. Morgan $117M (30% of AUM) Mar 2026
- UBS $111M (28% of AUM) Mar 2026
- Morgan Stanley $90.4M (23% of AUM) Mar 2026
- J Safra Sarasin $70.9M (19% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗