$232.7M Total AUM
$232.7M Disc. AUM
23.5% 3Y CAGR
4 Employees
48 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-16-2009
- Office Locations
- 1
Office Locations
379 W Broadway FL 2 NEW York NY
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.
Team overview
-- AVG AGE
$58.2M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
0.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Investment Vehicles
Element capital
Services
Oak focus Delta ember Legacy north
Owner & Executives
D
DANIEL H BALDINI
--
- CRD
- #4991359
- Ownership
- 75% or more
(448) 753-7431
oak.alpha@insightcapital.com
in linkedin.com/in/peak-prime
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $215,537,980
Equity - Exchange:
22.3% Public Funds:
40.5% Cash:
37.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,739,559,738 | 22.3% |
| Public Funds | $3,159,290,108 | 40.5% |
| Cash | $2,901,866,469 | 37.2% |
| Total | $7,800,716,315 | 100.0% |