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| Obsidian CIO LLC
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|
|---|---|
| CRD # | 289000 |
| SEC # | 801-110874 |
| CIK # | 0001843581 |
| AUM | $1.3 B (2026-06-09) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 917-403-2622 |
| Address | 79 Madison Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.9 | ||
| Amgen Inc | 4.3 | ||
| Broadcom Inc | 2.9 | ||
| Amazon Com Inc | 2.7 | ||
| Nvidia Corp | 2.6 | ||
| Facebook Inc | 2.3 | ||
| Alphabet Inc | 2.3 | ||
| Novo Nordisk A S | 2.1 | ||
| Microsoft Corp | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 1,284.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 1,284.0 |
| By Discretionary | ||
| Discretionary | 7 | 1,284.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 1,284.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,284.0 | |
| Total | 7 | 1,284.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843581] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Retirement Planning Services Inc
✚
|
TX | 1.3 |
|
Pbmares Wealth Management LLC
✚
|
VA | 1.3 |
|
Pinnacle Investments LLC
✚
|
NY | 1.3 |
|
Triangle Securities Wealth Management Inc
✚
|
NC | 1.3 |
|
Arbor Investment Advisors LLC
✚
|
NC | 1.3 |
|
Paul Winkler Inc
✚
|
TN | 1.3 |
|
Armstrong Fleming & Moore Inc
✚
|
DC | 1.3 |
|
Granite Bay Wealth Management LLC
✚
|
NH | 1.3 |
|
Association Financial Services Inc
✚
|
UT | 1.3 |
|
Ullmann Wealth Partners Group LLC
✚
|
FL | 1.3 |