Obra Capital Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 155231
- Registered since
- November 4, 2010
- Website
- www.vidacapitalinc.com
- Custodians
- CITI PRIVATE BANK, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Subscription Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles62.13%
- Corporations / Businesses31.52%
- Other3.32%
- Insurance Companies2.64%
- Other Investment Advisers0.39%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Obra Capital Management, LLC is an SEC-registered investment manager formed in 2010 that combines hedge fund and private equity sponsor activity with broader capital-allocation duties for institutional clients. The firm operates as a limited liability company and describes itself as a multifaceted fund manager and capital allocator that runs pooled vehicles, provides portfolio management for businesses and institutions, and publishes periodic commentary or newsletters. Its fee arrangements include asset-based charges, subscription fees, and performance-based compensation. Obra does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s organizational roles extend beyond advisory work: filings indicate affiliations as an investment adviser to other entities, relationships with insurance companies, and responsibilities as a sponsor, general partner, or managing member of pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual.
Assets & Accounts
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
- Other60%
- Investment Grade Corp Bonds26%
- Private Funds6%
- Non-Investment Grade Corp Bonds3%
- Non-Exchange Traded Equities2%
Owners & executives
3 of 3
Brett Lipsky
Chief Operating OfficerCRD 4406680

Blair Wallace
Founder, President & Chief Executive OfficerCRD 7459252
Colleen Kilfoyle
Managing Director, Chief Compliance OfficerCRD 7911770
Contacts
2 of 2
Jeffrey Serra
Executive ChairmanCRD 1690742

Stephen Kirkwood
Senior Managing DirectorCRD 7077670
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
- 437 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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