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OBION CAPITAL MANAGEMENT LP

MIAMI, FL · CRD 329954 · IAPD ↗ · obioncapital.com · 305-317-5100

$129.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — OBION CAPITAL MANAGEMENT LP reported RAUM up 28% ($100.9M -> $129.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
August 2024 — OBION CAPITAL MANAGEMENT LP now reports custody of client assets ($96.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
August 2024 — OBION CAPITAL MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
August 2024 — OBION CAPITAL MANAGEMENT LP now reports 1 private fund(s) ($48.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2024 — OBION CAPITAL MANAGEMENT LP (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.