OBEX Investments LLC, founded in 1998, is a registered investment advisor providing internal money management using proprietary models to capture arbitrage opportunities. OBEX also offers external asset advisory, allocating assets to managers based on market analysis and due diligence, emphasizing risk minimization and reward maximization. OBEX advises on traditional and alternative managers, including hedge funds, private equity, and venture capital.
Assets Under Management$2.5M
Clients3
AdvisorsN/A
Avg. per Client$830K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
OBEX Investments charges a percentage of the assets they manage, paid quarterly. The fee ranges from 1% to 2% of your portfolio. They also charge a performance fee of 20% of the profits of the fund, subject to a high water mark.
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