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 an LLC in 2024. The firm serves institutional clients and provides portfolio management services for investment companies. It also has roles as a sponsor, general partner, or managing member of pooled investment vehicles, and it uses a percentage-of-assets fee model. Obra identifies as a related adviser to other entities, does not describe itself as a capital allocator, and is not positioned as an active ESG investor.
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
3 of 3
Brett Lipsky
Chief Operating OfficerCRD 4406680

Blair Wallace
Founder, President & Chief Executive OfficerCRD 7459252
Colleen Kilfoyle
Managing Director, Chief Compliance OfficerCRD 7911770
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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