Obra Fund Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 328207
- Registered since
- January 5, 2024
- 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 formed as an LLC and registered in 2024. The firm focuses on serving institutional clients and bills for its services as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies. The organization is identified as a related adviser to other entities, and its owner type is recorded as a domestic entity and individual. Obra is not listed as a capital allocator and does not identify as an active ESG investor; it is not a multi-state adviser and is not flagged as a pension consultant. Industry affiliations include relationships with another investment adviser, an insurance company, and roles as sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
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
Blair Wallace
Founder, President & Chief Executive OfficerCRD 7459252

Brett Lipsky
Chief Operating OfficerCRD 4406680
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
Similar firms
Silver Advisors, LLC
RIANew York, NY
Azura Partners US LLC
RIANew York, NY
Franco Financial Advisors, Inc.
RIANew York, NY
Periphas Capital, LP
RIANew York, NY
Fiduciary Management Group, LLC
RIANew York, NY
Percent Advisors LLC
RIANew York, NY