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- Custodian
- Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-16-2009
- Office Locations
- 1
Office Locations
About Oberon Asset Management, LLC
Oberon Asset Management is a New York–based investment manager serving retail and institutional clients. The firm targets long-term capital growth through a value-oriented approach, buying undervalued common stocks with company-specific growth potential. It provides asset management and portfolio construction, with portfolios that may incorporate ETFs and mutual funds and custody commonly via Fidelity/NFS or Interactive Brokers.
Reported data analysis
What the numbers show
Between March 28, 2025 and May 1, 2026, reported AUM increased 33.2%, from $174.7M to $232.7M.
Across 5 reported observations, AUM increased 60.4% between May 16, 2022 and May 1, 2026, from $145.1M to $232.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 48 clients, or 12 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on May 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Vehicles
- Services
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Owner & Executives
DANIEL H BALDINI
--
- CRD
- #4991359
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,703,406 | $2,154,661 |
| Non-Discretionary | $0 | -- |
| Total | $232,703,406 | $2,154,661 |
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Separately Managed Accounts
SMA allocation detail is available
Oberon Asset Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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