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Obrien Greene & Co Inc

● SEC registered since 1969CRD 110281SEC# 801-5866Media, PA
Export (members)
Ranks #3,819 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$416.8M
Fund GAV
$205.2M
Private funds
1
Employees
6
Accounts
344
Location
Media, PA

Obrien Greene & Co Inc assets under management

Obrien Greene & Co Inc is an investment advisory firm registered with the SEC based in Media, PA. The firm has been registered since 1969. It reports $416.8 million in regulatory assets under management and employs 6 people. Obrien Greene & Co Inc manages 1 private fund with combined gross assets of $205.2 million, including O'Brien Greene Small Capitalization Stock Fund L.P. By regulatory assets, it ranks 3,819 of 5,911 private fund managers.

Obrien Greene & Co Inc private funds

1 funds · $205.2M GAV
FundTypeGross assetsMin.
O'Brien Greene Small Capitalization Stock Fund L.P.Hedge$205.2M$100K

Obrien Greene & Co Inc owners & executives

4 reported
NameTitleOwnershipSince
Elizabeth Burns O'BrienCorporate SecretaryUnder 5%1987
James Robert FoggoChief Compliance OfficerUnder 5%2021
Mark Bennett ObrienChairmanUnder 5%2020
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Frequently asked questions

How much does Obrien Greene & Co Inc manage?

Obrien Greene & Co Inc reports $416.8 million in regulatory assets under management on its Form ADV.

How many private funds does Obrien Greene & Co Inc manage?

Obrien Greene & Co Inc manages 1 private funds with combined gross assets of $205.2 million.

How many employees does Obrien Greene & Co Inc have?

Obrien Greene & Co Inc reports 6 employees.

Where is Obrien Greene & Co Inc located?

Obrien Greene & Co Inc is based in Media, PA and has been SEC-registered since 1969.

Does Obrien Greene & Co Inc disclose fund performance?

Obrien Greene & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address218 W. State Street, Media, PA 19063
Phone610-891-7880
Fax610-891-7884
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1768635
Discloses disciplinary historyYes

Assets under management

Discretionary$363.3M
Non-discretionary$53.4M
Total (RAUM)$416.8M

Service providers