Oberon Asset Management, LLC

Oberon Asset Management, LLC (CRD# 123494) is a financial advisory firm headquartered in New York, NY. They manage $139,393,749 in 98 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
379 W Broadway Fl 2, New York, NY 10012
https://www.oberonasset.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $1,422,385
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, NY

Financial Advisors at Oberon Asset Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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