Obra Fund Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 328207
- Registered since
- January 5, 2024
- Website
- obrafunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Obra Fund Management, LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm reports an institutional client focus and bills on a percentage-of-assets basis. Its stated advisory activity is portfolio management for investment companies, and it is identified as a related adviser with roles that include sponsoring or serving as a general partner/managing member of pooled investment vehicles. Obra is not positioned as an ESG-active investor and is not identified as a capital allocator or pension consultant. The firm’s structure and industry affiliations — including relationships with other investment advisers and insurance companies, plus sponsorship/GP responsibilities — indicate it operates both as an adviser and as a vehicle sponsor/manager rather than solely as a placement or allocative intermediary. SEC registration is recorded in 2024.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Brett Lipsky
Chief Operating OfficerCRD 4406680

Blair Wallace
Founder, President & Chief Executive OfficerCRD 7459252
Contacts
1 of 1
Stephen Kirkwood
Senior Managing DirectorCRD 7077670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 437 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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