OBP CAPITAL

RIASEC RegisteredEst. 2014
Total AUM
$169M
Discretionary
$169M
100% of AUM
Avg account
$33.8M
Accounts
5
Employees
2
Advisory reps
2

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

FINTRX

Overview

OBP Capital is a Delaware-style limited liability company that operates as an SEC-registered adviser since 2014 and focuses on institutional clients. The firm describes itself as a capital allocator and provides portfolio management for investment companies as well as selection of other advisers — indicating a mix of direct management and manager-of-managers activity. Its fee arrangements include a percentage-of-AUM component alongside other fee types. OBP Capital does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists an industry affiliation with accounting professionals.

Assets & Accounts

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

Contacts

2 of 2
  • PETER MCCABE

    Director, OperationsCRD 2529604

  • KATHERINE HONEY

    PresidentCRD 6200716

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth