Obra Capital Management, LLC
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Learn more about Obra Capital Management, LLC
Overview
Obra Capital Management, LLC is an advisory firm located in Austin, Texas. It controls $275.0 million in assets under management over eight accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has an average-sized group, including 46 financial advisors. Obra Capital Management, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, options and stocks.
Obra Capital Management, LLC manages all of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction decisions without requiring client approval. Obra Capital Management, LLC's typical account size is $34.4 million. The typical advisor at Obra Capital Management, LLC administers fewer than one client account, making it one of the most individualized advisor firms in the country.
The company's central office is at 835 W. 6Th Street, Austin, Texas 78703. It is legally allowed to serve customers across 2 states, including New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Obra Capital Management, LLC by the Numbers
$275.0 million
91
8
$34.4 million
Fee Structure
Fees charged by financial advisors largely are based on which services are provided. Fee types billed by Obra Capital Management, LLC likely are comprised of any combination of the following fee structures: asset-based, performance-based or other. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
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
Obra Capital Management, LLC caters to pooled investment vehicles and corporations. Out of its eight accounts, Obra Capital Management, LLC's biggest client is corporations. Around 42% of the firm's customers are from outside of the U.S.
- 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
Obra Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Obra Capital Management, LLC
Austin, TX
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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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