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OBEX INVESTMENTS LLC

Advisory

NY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in NY
#5,561
of 5,722 advisers by AUM
Average account
$750K
across 2 accounts
AUM per adviser
$750K
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
3
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

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PROCAPITA PARTNERS, LLC
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-96.4% 1Y
NEW VISTA LLC
NEW YORK, NY
$1M

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