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OBERON ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 123494 · IAPD ↗ · oberonasset.com · 917-237-0147

$232.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — OBERON ASSET MANAGEMENT, LLC reported RAUM up 33% ($174.7M -> $232.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — OBERON ASSET MANAGEMENT, LLC reported RAUM up 25% ($139.4M -> $174.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.