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Building 2OBERON ASSET MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone917-237-0147
NotebookSEC #801-71358
Total AUM
$232.7M
Employees
4
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
379 W BROADWAY FL 2
NEW YORK
NY 10012
United States
Operating Hours
9-5
Monday - Friday
Phone
917-237-0147

ReceiptFinancials

Total AUM
$232.7M
Accounts
108
Discretionary
$232.7M
Accounts
108
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$3.3M
HNW Individual Clients
40
AUM
$210.3M
Pooled Vehicle Clients
1
AUM
$17.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$783.7K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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