Obsidiant Partners LLC

Overview

Obsidiant Partners LLC is a small, independent registered investment adviser that focuses on fee-based wealth management for individual and family clients. The firm acts as a capital allocator, blending discretionary portfolio management with financial planning and the selection of third‑party advisers when specialized capabilities are needed. Its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, financial planning, and selection of other advisers. Investment preferences skew toward liquid equities, but the firm maintains a multi-vehicle approach—using separately managed accounts, exchange-traded instruments and mutual funds as core building blocks while supplementing portfolios with alternative strategies when appropriate. Obsidiant offers flexible engagement models (percentage of AUM, hourly and fixed fees), which supports both ongoing discretionary relationships and project-based planning work.

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Public Holdings

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Location & Offices