OBERON ASSET MANAGEMENT, LLC
  • OBERON ASSET MANAGEMENT, LLC

Adviser Profile

As of Date 05/01/2026
Registration SEC, Approved, 04/19/2010
Other registrations (2)
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
Websites
AUM* 232,703,406 33%
of that, discretionary 232,703,406 33%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 18,127,914 29%
Avg Account Size 2,154,661 20%
% High Net Worth 80.00% 12%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

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

233M 199M 166M 133M 100M 66M 33M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name SPICER JEFFRIES LLP Filing Date08/27/2025 Form ADV-E View Report
Accounting Firm Name SPICER JEFFRIES LLP Filing Date07/24/2024 Form ADV-E View Report
Accounting Firm Name SPICER JEFFRIES LLP Filing Date09/20/2023 Form ADV-E View Report
Accounting Firm Name SPICER JEFFRIES LLP Filing Date08/09/2023 Form ADV-E View Report

Private Funds Structure

Count GAV
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Brochure Summary