Obsidian Cio LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 289000
- Registered since
- July 21, 2017
- Website
- www.fountainheadam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Obsidian Cio LLC is an institutional registered investment adviser organized as an LLC and active since 2017. The firm acts as a capital allocator to institutional clients and focuses on portfolio management across individuals, small businesses, and institutional entities. Services include discretionary portfolio management, manager selection, and educational workshops. Obsidian identifies itself as a non-ESG-active adviser and reports affiliations that include another investment adviser and an insurance company.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities65%
- Public Funds/Mutual Funds30%
- Private Funds2%
- US Government Bonds1%
Owners & executives
1 of 1
Joseph Halpern
CEOCRD 4637169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 118Active vs passive
$63.1M in ETFs
82%
$51.5M
13%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $6.7M | 19,352 | 10.54% |
Location
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
- 79 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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