Obra Capital Management, LLC

Obra Capital Management, LLC (CRD# 155231) is a financial advisory firm headquartered in Austin, TX. They manage $274,978,396 in 8 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $34,372,300
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX, VT

Financial Advisors at Obra Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey R. Serra
CRD#: 1690742
835 W. 6th Street, Suite 1400, Austin, TX 78703

Jeffrey Serra (CRD# 1690742) is an Investment Advisor Representative working at Obra Capital Management, LLC in Austin, TX and has over 9 years of experience in the finance industry.

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