OBERON ASSET MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 4
Registration Massachusetts, Terminated, 11/16/2010
Other registrations (2)
AUM* 174,701,550 41.45%
of that, discretionary 174,701,550 41.45%
Private Fund GAV* 14,013,026 24.95%
Avg Account Size 1,801,047 44.37%
% High Net Worth 71.74% -4.35%
SMA’s Yes
Private Funds 1
Contact Info 917 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

145M 124M 104M 83M 62M 41M 21M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$14,013,026

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Brochure Summary