O'BRIEN-STALEY PARTNERS

Overview

O'Brien-Staley Partners is an SEC-registered investment adviser organized as a limited liability company and operating primarily with institutional clients. The firm’s registered activity centers on managing pooled investment vehicles and acting in CPO/CTA capacities, which positions it to both advise and sponsor private investment funds. Their compensation model mixes a percentage-of-AUM fee with performance-based fees, indicating an emphasis on active management and aligning adviser incentives with fund performance. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Industry relationships and roles extend beyond pure advisory work: O'Brien-Staley Partners is involved with pooled vehicle sponsorship and can serve as a general partner or managing member, and it lists affiliations that include registered municipal advisory activities and ties to insurance-company investment structures. Those roles suggest the firm designs, operates and coordinates private investment products for institutional capital rather than operating primarily as a retail-facing wealth manager.

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Location & Offices