OGBORNE CAPITAL MANAGEMENT, LLC.

RIASEC RegisteredEst. 2021
Total AUM
$410M
Discretionary
$410M
100% of AUM
Avg account
$137M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
165833
Registered since
May 3, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ogborne Capital Management, LLC is a privately held LLC that operates as a hedge fund adviser focused on pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its investment vehicle(s), and provides portfolio management for those pooled structures rather than serving retail or individual advisory mandates. Its compensation combines a percentage-of-assets fee with performance-based fees. Ogborne is SEC-registered (since 2021) and does not position itself as an ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • EBAN GREER

    Chief Operating OfficerCRD 2452489

Contacts

1 of 1
  • MICHAEL OGBORNE

    Founder & Managing PartnerCRD 1987971

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.7M in ETFs

Passive

100%

$1.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
DIREXION DAILY TECHNOLOGY BULL 3X ETF (TECL)DirexionPassiveTrading Leveraged Equity$1.7M20,000100.00%

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
220 Halleck St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth