← Tributary

OBRA CAPITAL MANAGEMENT, LLC.

NEW YORK, NY · CRD 155231 · IAPD ↗ · 917-831-1000

$5.75BRegulatory AUM
84Advisory reps
132Employees
5Clients
n/aPlanning clients
12Private funds
4States
5Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — OBRA CAPITAL MANAGEMENT, LLC. reported RAUM up 60% ($3.60B -> $5.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — OBRA CAPITAL MANAGEMENT, LLC. grew from 60 to 84 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2025 — OBRA CAPITAL MANAGEMENT, LLC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — OBRA CAPITAL MANAGEMENT, LLC. added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2025 — OBRA CAPITAL MANAGEMENT, LLC. reported RAUM up 34% ($2.68B -> $3.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — OBRA CAPITAL MANAGEMENT, LLC. grew from 54 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
January 2025 — OBRA CAPITAL MANAGEMENT, LLC. moved its main office from AUSTIN, TX to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
September 2024 — OBRA CAPITAL MANAGEMENT, LLC.'s Item 11 disclosure-reporting entries rose by 3 (2 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
78
April 2024 — OBRA CAPITAL MANAGEMENT, LLC. grew from 46 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — OBRA CAPITAL MANAGEMENT, LLC. crossed $1B in regulatory AUM ($275.0M -> $2.68B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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