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Obsidian Cio, LLC

● SEC registered since 2017CRD 289000SEC# 801-110874New York, NY
Export (members)
Reg. AUM
$1.28B
Employees
6
Accounts
7
Location
New York, NY

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
NameTitleOwnershipSince
Joseph Halpern ControlElected Manager, CcoUnder 5%2026
Willow Run Holdings LLC ControlSole MemberOver 75%2026
George Ronald Hornig ControlBoard Member2026
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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

Address79 Madison Avenue, 8th Floor, New York, NY 10016
Phone917-403-2622
Office hours9-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.28B▲ 33%
Mar '25 — $964.5MApr '25 — $964.5MMay '25 — $964.5MJun '25 — $964.5MJul '25 — $964.5MAug '25 — $964.5MSep '25 — $964.5MOct '25 — $964.5MNov '25 — $964.5MDec '25 — $964.5MJan '26 — $1.28BFeb '26 — $1.28BMar '26 — $1.28BApr '26 — $1.28BMay '26 — $1.28BJun '26 — $1.28B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$1.28Bregulatory AUM
Discretionary $1.28B