Jeffrey Serra is a registered investment advisor at Obra Capital Management, LLC., based in Austin, TX, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Obra manages investments for its clients and is compensated through various fees. These fees can be based on a percentage of the value of the assets they manage, carried interest, performance allocations, portfolio company-related fees, asset origination and structuring fees, asset servicing and administrative services, other transaction-related services. The management fees can be up to 2% per year of the net asset value of each client’s account or, in the case of certain accounts and closed-end Funds, up to 2% of committed capital during the investment period and up to 2% of the unreturned capital balance after the investment period.
Location
835 W. 6th Street, Suite 1400, Austin, TX, 78703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Obra Capital Management, LLC.
Previous Registrations
Ovation Partners, LP
State Registrations1 state
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