Oribel Capital Management, Lp
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Overview
Oribel Capital Management, Lp is a financial advisor firm headquartered in New York, New York. The company has $539.2 million in total assets throughout 10 accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 5 financial advisors. Oribel Capital Management, Lp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as options, bonds and equities.
Oribel Capital Management, Lp oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell decisions without needing to seek client permission. Oribel Capital Management, Lp's typical account size is $53.9 million. The typical advisor at Oribel Capital Management, Lp administers around two client accounts, making it one of the most individualized firms in the country.
The company's headquarters is located at 477 Madison Avenue, New York, New York 10022. The firm is permitted to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oribel Capital Management, Lp by the Numbers
$539.2 million
8
10
$53.9 million
Fee Structure
Financial management fees usually are based on the financial services offered. Fee types charged by the firm most likely include some blend of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its 10 accounts, Oribel Capital Management, Lp's biggest client type is pooled investment vehicles. Around 40% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Oribel Capital Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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