OBP Capital
Firm details
- Headquarters
- Rocky Mount, North Carolina
- CRD number
- 167619
- Registered since
- September 12, 2014
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
OBP Capital is an institutional registered investment adviser organized as an LLC and first registered with the SEC in 2014. The firm serves institutional clients and functions as a capital allocator, providing portfolio management for investment companies and acting as a manager-of-managers through the selection of other advisers. Its fee model includes percentage-of-AUM pricing alongside other fee arrangements. OBP Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm lists an accountant among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Peter Mccabe
Director, OperationsCRD 2529604
Katherine Honey
PresidentCRD 6200716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rocky Mount, NC
Nash
Location
Rocky Mount, NC
Headquartered in Rocky Mount, NC, anchoring the Rocky Mount-Wilson-Roanoke Rapids, NC metro in the South.
- Metro area
- Rocky Mount-Wilson-Roanoke Rapids, NC
- Region
- South
- County
- Nash
- Address
- 116 S Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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