O'Brien-Staley Partners

Overview

O'Brien-Staley Partners is a limited liability company operating as an institutional registered investment adviser. The firm has been SEC‑registered since 2014 and serves an institutional client base. Its advisory mandate emphasizes pooled investment vehicles: the firm lists portfolio management for pooled vehicles among its advisory activities and is also identified as a CPO/CTA and a sponsor/GP/managing member of pooled investment vehicles. Ownership is reported as a mix of a domestic entity and individual ownership. Fee arrangements combine a percentage of assets under management with performance‑based fees. The firm does not identify as an active ESG investor.

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Location & Offices