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CRD 110281
MEDIA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK BENNETT OBRIEN | n/a | MEDIA, PA | 35 | 39 | n/a | no |
| SALLY HART SULCOVE | Certified Financial Planner|Chartered Financial Analyst | MEDIA, PA | 22 | 28 | n/a | no |
| MATTHEW BENNETT OBRIEN | n/a | MEDIA, PA | 11 | 14 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| O'BRIEN GREENE SMALL CAPITALIZATION STOCK FUND L.P. | Hedge Fund | $14.6M | Feb 28, 2024 | 44 | Mar 30, 2012 | reported | 021-316723 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| OBRIEN, MATTHEW, BENNETT | President | E | yes | 07/2020 | Mar 18, 2021 | Feb 28, 2024 |
| FOGGO, JAMES, ROBERT | CHIEF COMPLIANCE OFFICER | Na | no | 10/2021 | Mar 17, 2022 | Feb 28, 2024 |
| O'BRIEN, ELIZABETH, BURNS | CORPORATE SECRETARY | Na | no | 02/1987 | Mar 30, 2012 | Feb 28, 2024 |
| OBRIEN, MARK, BENNETT | Chairman | Na | no | 07/2020 | Mar 30, 2012 | Feb 28, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $464M | $421M | 7 | 4 | 0 | 1 | n/a |
| 2024 | Mar 25, 2025 | $417M | $363M | 6 | 4 | 1 | 1 | n/a |
| 2023 | Feb 28, 2024 | $391M | $350M | 6 | 4 | 1 | 1 | $14.6M |
| 2022 | Mar 23, 2023 | $377M | $336M | 6 | 4 | 1 | 1 | $14.7M |
| 2021 | Mar 17, 2022 | $395M | $342M | 6 | 4 | 0 | 1 | $14.5M |
| 2020 | Mar 18, 2021 | $338M | $304M | 6 | 4 | 0 | 1 | $12.0M |
| 2019 | Mar 31, 2020 | $298M | $259M | 5 | 3 | 0 | 1 | $8.3M |
| 2018 | Mar 29, 2019 | $279M | $251M | 6 | 4 | 0 | 1 | $8.5M |
| 2017 | Mar 29, 2018 | $283M | $254M | 6 | 4 | 0 | 1 | $7.4M |
| 2016 | Mar 29, 2017 | $257M | $229M | 6 | 4 | n/a | 1 | $4.4M |
| 2015 | Mar 29, 2016 | $228M | $211M | 6 | 4 | n/a | 1 | $4.4M |
| 2014 | Mar 31, 2015 | $284M | $210M | 6 | 4 | n/a | 1 | $4.8M |
| 2013 | Mar 18, 2014 | $271M | $185M | 6 | 4 | n/a | 1 | $4.8M |
| 2012 | Apr 1, 2013 | $254M | $166M | 5 | 3 | n/a | 1 | $3.7M |
| 2011 | Mar 30, 2012 | $249M | $159M | n/a | n/a | n/a | 1 | $3.2M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $464M | $417M | 11.4% | $377M | 7.2% | 7 | 6 | 0 | 1 |