Oberon Asset Management LLC

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Assets, Funds, Holdings

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Oberon Asset Management LLC
CRD #123494
SEC #801-71358
CIK #
AUM $139.4 MM (2024-05-06)
Employees 4 (100% Investors, 0% Brokers)
Phone917-237-0147
Address379 W Broadway Fl 2
New York, NY 10012
Source [IAPD] [Website]
Total AUM ($MM)
15012090603002010201520202025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Oberon I LP [2012-03-30] 22.6 11.2
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 11 6.8
(b) Individuals (high net worth individuals) 35 120.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 11.2
(g) Pension and profit sharing plans 0 1.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 98 139.4
By Discretionary
Discretionary 98 139.4
Non-Discretionary 0 0.0
Total 98 139.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 139.4
Total 98 139.4
Form D Directors # Filings # Firms 2011 - 2024
Daniel Baldini 1
Comparable Firms State AUM ($BB)
Clutterbuck Capital Management LLC
OH 0.1
Steinberg Asset Management LLC
NY 0.1
Daytona Street Capital LLC
MO 0.1
Equilibrium Ventures LLC
NY 0.1
SCG Asset Management LLC
IL 0.1
Brandywine Asset Management Inc
PA 0.1
Schear Investment Advisers LLC
OH 0.1
SVRN Asset Management LLC
TX 0.1
Capstone Investment Financial Group LLC
NY 0.1
US Wealth Group LLC
NY 0.1
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