Obermaier Management LLC

Overview

Obermaier Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm charges fees as a percentage of assets under management and does not present itself as a capital allocator or related adviser. Its regulatory footprint appears limited: it is not a multi-state adviser, does not identify as a pension consultant, and is not flagged as an active ESG investor. Reported asset handling is non-discretionary: the entirety of the firm's reported assets is classified as non-discretionary, which suggests they advise or oversee accounts where final trading authority remains with the client or custodian. The firm also lists use of third‑party external managers for alternative strategies rather than operating proprietary alternative funds.

Assets & Accounts

Investments & Alternatives