O'Brien Greene & Co. is a fund manager in Media with $377.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
231710893
SEC advisor number
801-5866
FINRA CRD number
110281
AUM ?
$377.17 mm
(as of 9 Jun 23)
Accounts
347
(as of 9 Jun 23)
Employees
6
(4 investment advisory or research)
Address
O'Brien Greene & Co.
218 WEST STATE ST
MEDIA
PA 19063
218 WEST STATE ST
MEDIA
PA 19063
Office hours
Monday - Friday, 9AM-5PM
Phone
6108917880
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
O'brien, Elizabeth, Burns | Corporate Secretary | 02/1987 | < 5% |
Obrien, Mark, Bennett | Chairman | 07/2020 | < 5% |
Obrien, Matthew, Bennett | President | 07/2020 | > 75% |
Foggo, James, Robert | Chief Compliance Officer | 10/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Obrien Greene & Co Inc | $377.17 mm | |
O'brien Greene Small Capitalization Stock Fund L.P. | $14.73 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22