Chief Financial Officer · Obra Capital Management, LLC.
Brett E. Lipsky
CRD 4406680 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Obra Capital Management, LLC., an SEC-registered private fund adviser based in New York, NY with $5.7 billion in regulatory assets, lists Brett E. Lipsky on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Brett at 2 other registered advisers.
Firms and roles
- Obra Capital Management, LLC.Chief Financial OfficerPrivate fund adviser · New York, NY · $5.7B in regulatory assets
- Obra Fund Management, LLCChief Financial OfficerAsset manager · New York, NY · $72M in regulatory assets
- Alta Asset Management, LLCChief Financial OfficerAsset manager · New York, NY · $0M in regulatory assets
AtlasMembers
Brett’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephen A. KirkwoodChief Legal Officer, Obra Capital Management, LLC.
- Blair H. WallacePresident & CEO, Obra Capital Management, LLC.
- Colleen M. KilfoyleChief Compliance Officer, Obra Capital Management, LLC.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.