Obsidian Cio LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 289000
- Registered since
- July 21, 2017
- Website
- www.fountainheadam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Obsidian Cio LLC is an institutional registered investment adviser organized as an LLC that positions itself as a capital allocator for institutional clients. The firm is SEC registered (registration began in 2017) and reports a mix of portfolio management services for both business/institutional and individual/small-business accounts, selection of other advisers, and educational seminars or workshops. Its business model combines traditional AUM-based fees with other fee arrangements, and it identifies as a domestic entity/individual–owned adviser focused on institutional relationships. The firm does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds30%
- Private Funds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$70.7M in ETFs
76%
$53.8M
18%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $9.2M | 26,116 | 13.00% |
Location
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
- 245 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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