Obermaier Management LLC

Overview

Obermaier Management LLC is a small, owner-operated investment adviser organized as a limited liability company. The firm runs a percentage-of-AUM fee model and reports only non-discretionary advisory assets, suggesting its role is primarily to advise rather than to exercise direct trading authority on client accounts. The firm is unclassified in filings and does not identify as an active ESG investor, a multi-state adviser, or a pension consultant. Investment activity centers on allocations to third-party alternative managers alongside traditional pooled vehicles. The firm’s stated alternative allocations include private equity, hedge funds, managed futures and private credit, with additional use of mutual funds and corporate debt to meet core and income needs. Given the concentrated asset base, strategies are likely tailored to a single large relationship or account rather than a broad retail client roster.

Assets & Accounts

Investments & Alternatives

Location & Offices