This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Equity Trust · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2016
- Office Locations
- 1
Office Locations
About Mercer Island Capital Management, LLC
Mercer Island Capital Management is a Washington State-registered fiduciary boutique serving founders and builders with custom financial planning and tailored portfolio design for IPO liquidity, concentrated positions, and legacy goals. Led by founder/CIO Carlos Luis Obando (Duke engineer; ex IBM and 15 years at Citi/UBS/Morgan Stanley), the firm applies data-driven research with a tech-sector lens (AI, semiconductors, cloud/FinTech), often implemented with ETFs and calibrated hedges.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CARLOS LUIS OBANDO
Investment Advisor, Managing Member
- CRD
- #2250261
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Yue Cheng
--
- CRD
- #8142703
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,747,336 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,747,336 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing