Overview
Assets Under Management: $139 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 33
Average Client Assets: $5 million
Frequently Asked Questions
OBERON ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123494), OBERON ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OBERON ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
OBERON ASSET MANAGEMENT, LLC serves 33 high-net-worth clients according to their SEC filing dated May 06, 2024. View client details ↓
According to their SEC Form ADV, OBERON ASSET MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
OBERON ASSET MANAGEMENT, LLC manages $139 million in client assets according to their SEC filing dated May 06, 2024.
According to their SEC Form ADV, OBERON ASSET MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
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