Obion Capital Management LP

RIASEC RegisteredEst. 2024
Total AUM
$129M
Discretionary
$129M
100% of AUM
Avg account
$32.3M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
329954
Registered since
March 14, 2024
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles53.34%
  • Other46.66%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Obion Capital Management LP is a limited partnership organized as a hedge fund that provides portfolio management for pooled investment vehicles and for institutional or business clients. The firm is SEC-registered (2024) and reports an institutional client base. Its fees combine a percentage of assets under management with performance-based fees, consistent with hedge fund structures. Obion identifies as a sponsor/GP/managing member of pooled vehicles and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Other 12%88%
  • Exchange Traded Equities88%
  • Other12%

Owners & executives

2 of 2
  • James Hobbs

    Managing Partner and Chief Investment OfficerCRD 4972223

  • Gurdev Dillon

    Partner, CFO and COOCRD 2954941

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3480 Main Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth