Obermeyer Wood Investment Counsel, LLLP is an investment advisor in Aspen with $1.89 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Obermeyer Asset Management Co
SEC CIK
IRS number
841436016
SEC advisor number
801-54953
FINRA CRD number
110069
AUM ?
$1.89 bn
(as of 2 Jun 23)
Accounts
2,344
(as of 2 Jun 23)
Employees
23
(14 investment advisory or research)
Address
Obermeyer Wood Investment Counsel, LLLP
501 RIO GRANDE PLACE #107
ASPEN
CO 81611
501 RIO GRANDE PLACE #107
ASPEN
CO 81611
Office hours
Monday - Friday, 8:00AM TO 5:00PM
Phone
970-925-8747
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Obermeyer, Walter, Raymond | General Partner, Co-founder and President | 10/2014 | < 5% |
Hennefeld, Roger, David | Limited Partner and Vice President | 02/2008 | < 5% |
Phillips, Alexandra, Flynn | Limited Partner and Executive Vice President | 10/2014 | 5-10% |
Walter R. Obermeyer Holdings, Inc. | Managing Member | 10/2014 | 50-75% |
Wood, George, Francis | Co-founder Emeritus | 10/2014 | 5-10% |
Wood, George, Tod | Limited Partner and Vice President | 10/2014 | < 5% |
Dines, Lee, Worsham | Limited Partner and Senior Vice President | 10/2014 | 5-10% |
Obermeyer, Walter, Raymond | Principal | 10/2014 | 50-75% |
Rugg, Charlton, Alexander | Chief Compliance Officer | 03/2017 | < 5% |
Nightingale, Dana, Lyn | Limited Partner and Vice President | 01/2017 | < 5% |
Hirsh, Bret, Rosensweig | Limited Partner and Vice President | 08/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Dec 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21