OBERLAND CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2015

Total AUM

$3.2B

Discretionary

$3.2B

100% of AUM

Avg account

$124M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 169109
Registered since: April 6, 2015
Website: www.oberlandcapital.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles99.47%
Other Investment Advisers0.53%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Oberland Capital Management LLC is an SEC-registered investment manager formed in 2015 and organized as an LLC. It positions itself as a multifaceted fund manager that runs private funds (primarily private equity) and hedge strategies, and also operates as a commodity pool operator/commodity trading advisor. The firm serves an institutional client base and primarily provides portfolio management for pooled investment vehicles and for businesses or institutions. Its fee approach includes asset-based charges and performance fees, and the firm does not describe itself as an active ESG investor. Oberland is not structured as a capital allocator; instead it acts as sponsor/GP and manager of its own pooled vehicles.