Obsidian Cio LLC
● SEC registered since 2017CRD 289000SEC# 801-110874New York, NY
Reg. AUM
$1.28B
Employees
6
Accounts
7
Location
New York, NY
About Obsidian Cio
Obsidian CIO offers outsourced chief investment office solutions tailored to advisory businesses seeking an integrated, institutional-level investment approach. It offers a technology-enabled suite that goes beyond conventional asset management to align with each practice's long-term vision and growth.
Summary based on the firm’s website.
Obsidian Cio LLC assets under management
Obsidian Cio LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2017. It reports $1.3 billion in regulatory assets under management and employs 6 people.
Obsidian Cio LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Halpern Control | Elected Manager, Cco | Under 5% | 2026 |
| Willow Run Holdings LLC Control | Sole Member | Over 75% | 2026 |
| George Ronald Hornig Control | Board Member | — | 2026 |
| Henry (nmn) Ford III Control | Board Member | — | 2026 |
| Jason Walter Ingle Control | Board Member | — | 2026 |
| Joseph John Piazza Control | Board Member | — | 2026 |
| Thomas Christian Buhl Control | Board Member | — | 2026 |
Frequently asked questions
How much does Obsidian Cio LLC manage?
Obsidian Cio LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Obsidian Cio LLC have?
Obsidian Cio LLC reports 6 employees.
Where is Obsidian Cio LLC located?
Obsidian Cio LLC is based in New York, NY and has been SEC-registered since 2017.
Does Obsidian Cio LLC disclose fund performance?
Obsidian Cio LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 245 5th Avenue, 5th Floor, New York, NY 10016 |
| Phone | 917-403-2622 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.28B▲ 33%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $1.28B