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Oberland Capital Management LLC

Private Equity

New York, NY

Oberland Capital provides innovative financing solutions to companies and royalty holders in the healthcare industry.

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Search this name across graphsid dfx:pe:ce13ed66-b208-437f-a129-09368787f6d4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 19, 2026, 6:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 59
Dated events: 28
On other graphs: 2
Observed: Sep 13, 2026 to Sep 15, 2026
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Oberland Capital Management LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

OBERLAND CAPITAL MANAGEMENT LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 9
PE funds: 7
Vintages: 2018 to 2023
PE GAV, 2024 filing: $3.1Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $3.1B
Investments: 21
Active investments: 4
Size band: MIDDLE MARKETderivedproxy: $3.11bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Stated sectors: healthcare,technology,life_sciences,infrastructure
Latest ADV filing: Mar 29, 2024
Employees (ADV): 27
Website: oberlandcapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Oberland Capital Healthcare Master Fund III LP	2023	Unknown	Private Equity Fund	n/a	$1.2B
Oberland Capital Healthcare III Brazos Co-Invest LP	2023	Unknown	Private Equity Fund	n/a	$55.5M
Oberland Orion Co-Invest Fund LP	2023	Unknown	Private Equity Fund	n/a	$200M
Oberland Capital Healthcare Solutions Co-Invest Master Fund LP	2020	Unknown	Private Equity Fund	n/a	$371M
Oberland Capital Healthcare Solutions Master Fund LP	2020	Mature	Private Equity Fund	n/a	$602M
Oberland Capital Healthcare Master Fund II LP	2018	Successor fundraising	Private Equity Fund	n/a	$601M
Oberland Capital Healthcare Master Fund LP	n/a	Harvest	Private Equity Fund	n/a	$104M
Oberland Capital Healthcare Fund III LP	n/a	Unknown	n/a	n/a	n/a
Oberland Fund II	n/a	Unknown	n/a	n/a	n/a

Investments

Company	State	Role	Control	Invested	Exited	Status
MeiraGTx	n/a	unknown	unknown	Jul 7, 2026	n/a	active
Iqvia	n/a	Add on	control	Jan 13, 2025	n/a	active
Portion of Erivedge Royalties	n/a	platform	control	Mar 25, 2019	n/a	active
Opus Genetics	n/a	unknown	unknown	n/a	n/a	unknown
ClearPoint Neuro	n/a	unknown	unknown	n/a	n/a	unknown
Biohaven	n/a	unknown	unknown	n/a	n/a	unknown
Verastem Oncology	n/a	platform	unknown	n/a	n/a	active
BillionToOne	n/a	unknown	unknown	n/a	n/a	unknown
ImmunityBio	n/a	unknown	unknown	n/a	n/a	unknown
Humacyte	n/a	unknown	unknown	n/a	n/a	unknown
Helsinn	n/a	unknown	unknown	n/a	n/a	unknown
Zealand Pharma	n/a	unknown	unknown	n/a	n/a	unknown
Centessa Pharmaceuticals	n/a	unknown	unknown	n/a	n/a	unknown
Mirum Pharmaceuticals	n/a	unknown	unknown	n/a	n/a	unknown
Axogen	n/a	unknown	unknown	n/a	n/a	unknown
Esperion	n/a	unknown	unknown	n/a	n/a	unknown
NorthStar	n/a	unknown	unknown	n/a	n/a	unknown
Invitae	n/a	unknown	unknown	n/a	n/a	unknown
Impact Biomedicines	n/a	unknown	unknown	n/a	n/a	exited
Agenus	n/a	unknown	unknown	n/a	n/a	unknown
Oxford BioMedica	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Manages (9)

→ Oberland Fund IIFund
factNews and newswire
→ Oberland Capital Healthcare Fund III LPFund
factNews and newswire
→ Oberland Capital Healthcare Solutions Master Fund LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Oberland Capital Healthcare Solutions Co-Invest Master Fund LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Oberland Capital Healthcare Master Fund III LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Oberland Capital Healthcare III Brazos Co-Invest LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Oberland Orion Co-Invest Fund LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Oberland Capital Healthcare Master Fund LPFundPrivate Equity Fund
Sep 13, 2013 to presentfactForm ADV
→ Oberland Capital Healthcare Master Fund II LPFundPrivate Equity Fund
Mar 30, 2018 to presentfactForm ADV

Invested in (21)

→ IQVIACompanyAdd on
Jan 13, 2025 to presentfactNews and newswire
→ Verastem OncologyCompanyplatform
factNews and newswire, The subject's own site
→ Portion of Erivedge RoyaltiesCompanyplatform
Mar 25, 2019 to presentfactNews and newswire
→ MeiraGTxCompanyunknown
Jul 7, 2026 to presentfactNews and newswire, The subject's own site
→ AgenusCompanyunknown
factThe subject's own site
→ Opus GeneticsCompanyunknown
factThe subject's own site
→ ClearPoint NeuroCompanyunknown
factThe subject's own site
→ BiohavenCompanyunknown
factThe subject's own site
→ BillionToOneCompanyunknown
factThe subject's own site
→ ImmunityBioCompanyunknown
factThe subject's own site
→ HumacyteCompanyunknown
factThe subject's own site
→ HelsinnCompanyunknown
factThe subject's own site
→ Zealand PharmaCompanyunknown
factThe subject's own site
→ Centessa PharmaceuticalsCompanyunknown
factThe subject's own site
→ Mirum PharmaceuticalsCompanyunknown
factThe subject's own site
→ AxogenCompanyunknown
factThe subject's own site
→ EsperionCompanyunknown
factThe subject's own site
→ NorthStarCompanyunknown
factThe subject's own site
→ InvitaeCompanyunknown
factThe subject's own site
→ Impact BiomedicinesCompanyunknown
factThe subject's own site
→ Oxford BioMedicaCompanyunknown
factThe subject's own site

Employs (21)

→ Andrew RubinsteinPersonManaging Partner
factNews and newswire
→ Michael BloomPersonPartner
factNews and newswire, The subject's own site
→ David DubinskyPersonCfo
Jun 1, 2013 to presentfactForm ADV, The subject's own site
→ Kristian WiggertPersonCco
Jan 1, 2020 to presentfactForm ADV, The subject's own site
→ James JamesPersonManaging Director
factThe subject's own site
→ Sarah SiberPersonPartner
factThe subject's own site
→ Sean FillionPersonPrincipal
factThe subject's own site
→ Johnna SchifillitiPersonDirector of Operations
factThe subject's own site
→ Molly Scott, PhDPersonSenior Vice President
factThe subject's own site
→ Brandon Holtrup, PhDPersonSenior Vice President
factThe subject's own site
→ Allie SouthardPersonChief Accounting Officer
factThe subject's own site
→ Joseph BorreroPersonDeputy CCO and Associate General Counsel
factThe subject's own site
→ Johannes Lauenstein, PhDPersonVice President
factThe subject's own site
→ Paul TaborPersonSenior Associate
factThe subject's own site
→ Jing Qiu, PhDPersonSenior Associate
factThe subject's own site
→ Christine YangPersonController
factThe subject's own site
→ Trish BlairPersonSenior Administrative Coordinator
factThe subject's own site
→ Andrew David RubinsteinPersonManaging Partner
Dec 1, 2012 to presentfactForm ADV, The subject's own site
→ Jean-Pierre NaegeliPersonManaging Partner
Dec 1, 2012 to presentfactForm ADV, The subject's own site
→ William Paul CliffordPersonMember
Jul 1, 2023 to presentfactForm ADV, The subject's own site
→ Cecilia GonzaloPersonPartner
factThe subject's own site

Dated events

8 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 7, 2026
Firm news
MeiraGTx Announces $400 million Strategic Investment by Oberland Capital to Support Development and Commercialization of AAV2-hAQP1 and Botaretigene Sparoparvovec (bota-vec)
The subject's own siteobserved 4 days ago
Occurred
Jul 7, 2026
Growth investment
MeiraGTx Announces $400 million Strategic Investment by Oberland Capital to Support Development and Commercialization of AAV2-hAQP1 and Botaretigene Sparoparvovec (bota-vec)
MeiraGTx News and newswireobserved 4 days ago
Occurred
Jul 7, 2026
Transaction announced
MeiraGTx Announces $400 million Strategic Investment by Oberland Capital to Support Development and Commercialization of AAV2-hAQP1 and Botaretigene Sparoparvovec (bota-vec)
News and newswireobserved 4 days ago
Occurred
May 12, 2025
Firm news
ClearPoint Neuro Announces Investment of up to $110 Million by Oberland Capital with $33.5 Million Funded at Closing
The subject's own siteobserved 4 days ago
Occurred
Apr 28, 2025
Firm news
Biohaven Announces Investment up to $600 Million by Oberland Capital
The subject's own siteobserved 4 days ago
Occurred
Jan 13, 2025
Firm news
Verastem Oncology Announces Debt Refinancing with Oberland Capital and Strategic Commercialization Partnership with IQVIA
The subject's own siteobserved 4 days ago
Occurred
Jan 13, 2025
Transaction announced
Verastem Oncology Announces Debt Refinancing with Oberland Capital and Strategic Commercialization Partnership with IQVIA
News and newswireobserved 4 days ago
Occurred
Jan 2, 2024
Firm news
ImmunityBio Announces $320 Million Investment by Oberland Capital, with $210 Million Funded at Closing, Bringing Total Financing in 2023 to $850 Million
The subject's own siteobserved 4 days ago
Occurred
Jul 12, 2023
Fund final close
Oberland Capital Closes $800 Million Healthcare Royalty and Credit Opportunities Fund at Hard Cap
News and newswireobserved 2 days ago
$800M
Occurred
Jul 12, 2023
Fund final close
Oberland Capital Closes Third Healthcare Royalty and Credit Opportunities Fund at $1.2 Billion Hard Cap
News and newswireobserved 2 days ago
$1.2B
Occurred
Jul 1, 2023
Person joined
William Paul Clifford joined Schedule A of Oberland Capital Management LLC as Member
Form ADVobserved 5 days ago
Occurred
Jan 10, 2023
Firm news
Helsinn Closes Financing Agreement with Oberland Capital
The subject's own siteobserved 4 days ago
Occurred
Oct 13, 2022
Firm news
Oberland Capital Closes Third Healthcare Royalty and Credit Opportunities Fund at $1.2 Billion Hard Cap
The subject's own siteobserved 4 days ago
Occurred
Jan 1, 2020
Person joined
Kristian Wiggert joined Schedule A of Oberland Capital Management LLC as Cco
Form ADVobserved 5 days ago
Occurred
Apr 23, 2019
Firm news
NorthStar Medical Closes $100 Million Financing with Oberland Capital to Expand Domestic Mo-99 Radioisotope Production Capacity and Implement RadioGenix® System Enhancements
The subject's own siteobserved 4 days ago
Occurred
Mar 25, 2019
Firm news
Curis Sells Portion of Erivedge Royalties to Oberland Capital for up to $135.7 Million
The subject's own siteobserved 4 days ago
Occurred
Mar 25, 2019
Platform investment
Curis Sells Portion of Erivedge Royalties to Oberland Capital for up to $135.7 Million
Portion of Erivedge Royalties News and newswireobserved 4 days ago
Occurred
Mar 25, 2019
Transaction announced
Curis Sells Portion of Erivedge Royalties to Oberland Capital for up to $135.7 Million
News and newswireobserved 4 days ago
Occurred
Sep 6, 2018
Firm news
Oberland Capital Closes $800 Million Healthcare Royalty and Credit Opportunities Fund at Hard Cap
The subject's own siteobserved 4 days ago
Occurred
Sep 13, 2013
Adviser first adv filing
Oberland Capital Management LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 5 days ago

Show 8 bookkeeping events

Occurred
May 1, 2026
Oberland Capital Management LLC: Private Equity Funds on Form ADV 7 (2024 extract) -> 9 (roster 2026-09-01)
Occurred
Mar 31, 2023
Oberland Orion Co-Invest Fund LP first reported on Form ADV by Oberland Capital Management LLC (Private Equity Fund), GAV $200,010,000
Occurred
Mar 31, 2023
Oberland Capital Healthcare Master Fund III LP first reported on Form ADV by Oberland Capital Management LLC (Private Equity Fund), GAV $1,199,380,579
Occurred
Mar 31, 2023
Oberland Capital Healthcare III Brazos Co-Invest LP first reported on Form ADV by Oberland Capital Management LLC (Private Equity Fund), GAV $55,550,000
Occurred
Mar 30, 2020
Oberland Capital Healthcare Solutions Master Fund LP first reported on Form ADV by Oberland Capital Management LLC (Private Equity Fund), GAV $250,410,000
Occurred
Mar 30, 2020
Oberland Capital Healthcare Solutions Co-Invest Master Fund LP first reported on Form ADV by Oberland Capital Management LLC (Private Equity Fund), GAV $171,535,000
Occurred
Mar 30, 2018
Oberland Capital Healthcare Master Fund II LP first reported on Form ADV by Oberland Capital Management LLC (Private Equity Fund)
Occurred
Sep 13, 2013
Oberland Capital Healthcare Master Fund LP first reported on Form ADV by Oberland Capital Management LLC (Private Equity Fund), GAV $179,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Andrew Rubinstein (Managing Partner), Michael Bloom (Partner), David Dubinsky (Cfo), Kristian Wiggert (Cco), James James (Managing Director), Sarah Siber (Partner), Sean Fillion (Principal), Johnna Schifilliti (Director of Operations), Molly Scott, PhD (Senior Vice President), Brandon Holtrup, PhD (Senior Vice President), Allie Southard (Chief Accounting Officer), Joseph Borrero (Deputy CCO and Associate General Counsel).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:ce13ed66-b208-437f-a129-09368787f6d4
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.