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Obsidiant Partners LLC

Obsidiant Partners LLC. CRD 332516

O

CRD: 332516

Obsidiant Partners LLC

$10.2M Total AUM
$10.2M Disc. AUM
-- 3Y CAGR
3 Employees
13 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Merrill Lynch
Clients
Retail
Platforms
Available
Established Date
06-01-2024
Office Locations
1

Office Locations

-- Carmel IN

About Obsidiant Partners LLC

Obsidiant Partners is a minority-owned registered investment advisory firm providing investment management, institutional asset management, and investment consulting for institutional and individual clients, including private client services. Its approach emphasizes portfolio construction and asset allocation using public funds, with stated interest across fixed income and alternative-oriented themes such as real estate and natural resources.

Team overview

-- AVG AGE
$5.1M AVG AUM / ADVISOR
$782.4K AVG AUM / CLIENT
1.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

J

JR. BROWN

Chief Investment Officer

CRD
#2279273
Ownership
25% but less than 50%
Available
Available
Available
I

III MURPHY

Chief Financial Officer, DIRECTOR

CRD
--
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,170,762 --
Non-Discretionary $0 --
Total $10,170,762 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Corporate - Investment Grade:
Available
Private Funds:
Available
Cash:
Available
Other:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Corporate - Investment Grade Available Available
Private Funds Available Available
Cash Available Available
Other Available Available
Total Available Available

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