Obex Investments LLC

Overview

Obex Investments LLC is a small, boutique advisory firm organized as a limited liability company that provides discretionary portfolio management to both high-net-worth individuals and institutional/business clients. Its stated investment preference is equities, and the firm runs fee arrangements that include both a percentage-of-assets component and performance-based fees. Advisory services explicitly cover portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor and operates without a multi-state registered footprint. Operationally, Obex appears focused on liquid, exchange-traded instruments for core exposure while retaining the flexibility to access third-party alternative managers—private equity, venture capital and hedge funds—when appropriate for client objectives. The firm is affiliated with broker-dealer activity, which can support trading execution and intermediary relationships that feed into its discretionary strategies.

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Location & Offices