Investment adviser · CRD 107194

OHIGGINS ASSET MANAGEMENT INC

Investment adviser filing (IA)

· Form ADV filed Mar 31, 2026

Regulatory AUM
$195M
Form ADV · Item 5.F
Client accounts
49
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
CharitiesFewer than 5$111,262,28557.1%
Corporations & businesses6$68,442,24935.1%
High-net-worth individuals13$10,483,5365.4%
Individuals29$4,638,9002.4%
Filing source

Form ADV 2073790 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MOAR FUND LTD. (PREVIOUSLY MOIS FUND LP)Private Equity Fund · Last reported Apr 26, 2012$3.79MGross asset value
Auditor THE BONADIO GROUP ALBANY, New York, United States
Custodian AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. HOLBROOOK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
SEC 8-37085

Fund details & source
Fund ID
805-7540990608
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 643176 · Apr 26, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

CRD 107194

Filing source

Form ADV 2073790 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.