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 a privately held limited liability company that has been SEC-registered since 2017 and positions itself as a capital allocator serving institutional clients. The firm provides portfolio management for both individuals/small businesses and for businesses or institutions, and it also offers selection-of-adviser services and educational seminars/workshops. Its fee model includes a percentage-of-AUM component plus other fees. Obsidian is not identified as an active ESG investor and is not registered as a multi-state adviser.
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
1 of 1
Joseph Halpern
CEOCRD 4637169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$65.8M in ETFs
86%
$56.8M
11%
$9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $5.5M | 18,352 | 8.33% |
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
- 79 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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