Obrien Greene & Co Inc
● SEC registered since 1969CRD 110281SEC# 801-5866Media, PA
Ranks #4,007 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$464.3M
Fund GAV
$19.8M
Private funds
1
Employees
7
Accounts
355
Location
Media, PA
Obrien Greene & Co Inc assets under management
Obrien Greene & Co Inc is an investment advisory firm registered with the SEC based in Media, PA. The firm has been registered since 1969. It reports $464.3 million in regulatory assets under management and employs 7 people. Obrien Greene & Co Inc manages 1 private fund with combined gross assets of $19.8 million, including O'Brien Greene Small Capitalization Stock Fund L.P. By regulatory assets, it ranks 4,007 of 6,004 private fund managers.
Obrien Greene & Co Inc private funds
1 funds · $19.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| O'Brien Greene Small Capitalization Stock Fund L.P. | Hedge | $19.8M | $100K |
Obrien Greene & Co Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Burns O'Brien | Corporate Secretary | Under 5% | 1987 |
| James Robert Foggo | Chief Compliance Officer | Under 5% | 2021 |
| Mark Bennett Obrien | Chairman | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Obrien Greene & Co Inc manage?
Obrien Greene & Co Inc reports $464.3 million in regulatory assets under management on its Form ADV.
How many private funds does Obrien Greene & Co Inc manage?
Obrien Greene & Co Inc manages 1 private funds with combined gross assets of $19.8 million.
How many employees does Obrien Greene & Co Inc have?
Obrien Greene & Co Inc reports 7 employees.
Where is Obrien Greene & Co Inc located?
Obrien Greene & Co Inc is based in Media, PA and has been SEC-registered since 1969.
Does Obrien Greene & Co Inc disclose fund performance?
Obrien Greene & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 218 W. State Street, Media, PA 19063 |
| Phone | 610-891-7880 |
| Fax | 610-891-7884 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1768635 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$464.3M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$464.3Mregulatory AUM
Discretionary $421.2MNon-discretionary $43.2M