Overview
Assets Under Management: $139 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 33
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.41
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 98
Discretionary Accounts: 98
Regulatory Filings
CRD Number: 123494
Last Filing Date: 2024-05-06 00:00:00
Website: https://oberonasset.com