PPrivate Fund Data Log in Join · $37/mo

Obermeyer Wood Investment Counsel, LLLP

● SEC registered since 1997CRD 110069SEC# 801-54953Aspen, CO
Export (members)
Reg. AUM
$2.61B
Employees
28
Accounts
2,552
Location
Aspen, CO

Obermeyer Wood Investment Counsel, LLLP assets under management

Obermeyer Wood Investment Counsel, LLLP is an investment advisory firm registered with the SEC based in Aspen, CO. The firm has been registered since 1997. It reports $2.6 billion in regulatory assets under management and employs 28 people.

Obermeyer Wood Investment Counsel, LLLP owners & executives

13 reported
NameTitleOwnershipSince
Adam Maxwell Savin ControlLimited Partner And Vice PresidentUnder 5%2024
Alexandra Flynn Phillips ControlGeneral Partner, Limited Partner, And President10-25%2014
Booth Creek Capital Holdings LLCLimited PartnerUnder 5%2024
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Obermeyer Wood Investment Counsel, LLLP manage?

Obermeyer Wood Investment Counsel, LLLP reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Obermeyer Wood Investment Counsel, LLLP have?

Obermeyer Wood Investment Counsel, LLLP reports 28 employees.

Where is Obermeyer Wood Investment Counsel, LLLP located?

Obermeyer Wood Investment Counsel, LLLP is based in Aspen, CO and has been SEC-registered since 1997.

Does Obermeyer Wood Investment Counsel, LLLP disclose fund performance?

Obermeyer Wood Investment Counsel, LLLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 Rio Grande Place, Suite 107, Aspen, CO 81611
Phone970-925-8747
Fax970-925-8723
Office hours7:30a.m. To 4:30p.m.
SEC regionDenver Regional Office (DRO)
CIK1349654
Discloses disciplinary historyNo

Assets under management

Discretionary$2.61B
Non-discretionary$0
Total (RAUM)$2.61B