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OBERLAND CAPITAL MANAGEMENT LLC

NEW YORK, NY · CRD 169109 · IAPD ↗ · 212-257-5850

$3.22BRegulatory AUM
14Advisory reps
23Employees
0Clients
n/aPlanning clients
11Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — OBERLAND CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
April 2024 — OBERLAND CAPITAL MANAGEMENT LLC grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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