OBION CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2024
Total AUM
$129M
Discretionary
$129M
100% of AUM
Avg account
$32.3M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
329954
Registered since
March 14, 2024
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles53.34%
  • Other46.66%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Obion Capital Management LP is a limited partnership that operates as a hedge fund manager, registered with the SEC in 2024. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include a percentage-of-AUM component alongside performance-based fees. Obion serves as sponsor/GP/managing member of pooled vehicles rather than acting as a capital allocator to outside managers only. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Other 12%88%
  • Exchange Traded Equities88%
  • Other12%

Owners & executives

2 of 2
  • JAMES HOBBS

    Managing Partner and Chief Investment OfficerCRD 4972223

  • GURDEV DILLON

    Partner, CFO and COOCRD 2954941

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
3480 Main Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth