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OBERON ASSET MANAGEMENT, LLC
CRD 123494 · SEC 801-71358
379 W BROADWAY FL 2, NEW YORK, NY, 10012, United States
Phone
917-237-0147
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.7M
Discretionary AUM
$232.7M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.3M |
| High net worth individuals | 40 | $210.3M |
| Pooled investment vehicles | 1 | $17.2M |
States served
CA, MA, NY
All web addresses on file
Official SEC filing: View on IAPD