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OBRA FUND MANAGEMENT, LLC

NEW YORK, NY · CRD 328207 · IAPD ↗ · obrafunds.com · 917-831-1000

$71.6MRegulatory AUM
40Advisory reps
47Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

54
April 2026 — OBRA FUND MANAGEMENT, LLC reported RAUM up 50% ($47.9M -> $71.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — OBRA FUND MANAGEMENT, LLC grew from 5 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — OBRA FUND MANAGEMENT, LLC shrank from 18 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
January 2025 — OBRA FUND 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
58
April 2024 — OBRA FUND MANAGEMENT, LLC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
February 2024 — OBRA FUND MANAGEMENT, LLC (AUSTIN, TX) is newly SEC-registered with $0 RAUM and 15 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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