$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
8 yrs Firm Age
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- Custodian
- Trade-PMR · UBS · Wells Fargo
- Clients
- Retail
- Platforms
- OptimaVital +more
- Established Date
- 01-11-2018
- Office Locations
- 1
Office Locations
-- Orchard Lake MI
About Objective Investments, LLC
Objective Investment Banking & Valuation advises closely held middle-market business owners on sell-side M&A and valuation engagements, applying deep industry expertise to help maximize business value. The firm’s investment banking and valuation teams have earned multiple national awards (including Best Investment Bank & Valuation Firm 2025 USA) and has advised on transactions over $100MM, including cross-border deals.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$220.0K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vertex Frontier beacon Ember vector Element Vertex
Client Personas
Vector Beacon ridge
CRM
Momentum wave
Custodian
Vector Radial pioneer
Investment Themes
Vertex quantum Delta Summit Oak bridge
Investment Vehicles
Unison catalyst
Services
Pioneer glacier Vector Element Ridge Focus Frontier frontier Harbor
Technology
Catalyst Optima Catalyst
Owner & Executives
BASSAM S SALEM
Chief Compliance Officer, Managing Member
- CRD
- #1574433
- Ownership
- 75% or more
(589) 222-5885
delta.value@meridiancapital.com
in linkedin.com/in/north-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,300,000
Equity - Exchange:
26.1% Equity - OTC:
38.1% Cash:
35.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,168,341,454 | 26.1% |
| Equity - OTC | $3,165,280,053 | 38.1% |
| Cash | $2,974,200,155 | 35.8% |
| Total | $8,307,821,662 | 100.0% |