OBERON ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 123494
- Registered since
- April 19, 2010
- Website
- www.oberonasset.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.36%
- Pooled Investment Vehicles7.38%
- Individuals1.4%
- Pension & Profit Sharing Plans0.53%
- Corporations / Businesses0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oberon Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2010. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for individuals/small businesses and for pooled investment vehicles. It functions with a hedge-fund orientation—charging percentage-of-AUM fees alongside performance-based fees—and is also listed as a sponsor/GP/managing member of pooled vehicles. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not primarily structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents12%
Owners & executives
1 of 1DANIEL BALDINI
Managing Member And Chief Compliance OfficerCRD 4991359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 379 W Broadway
- Time zone
- ET (UTC-5)
- Office locations
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