Obp Capital Llc
- Regulatory AUM
- $169M
- Discretionary
- $169M
- Clients
- 5
- Avg AUM / client
- $33.8M
- Accounts
- 5
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 5 | $169M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Honey, Katherine, Miller | Managing Member, Chief Compliance Officer | Jul 2014 (12y) | 50% – 75% | |
| Meadows, Alston, Mccullough | Manager | Apr 2022 (4y) | ≈ 25% – 56.25% via Mcivy Company Llc | |
| Mccabe, Peter, M | Director, Operations | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mcivy Company Llc | Member | Jul 2014 | A | 50% – 75% |
| Fp Meadows Iii Children's Trust | Member | Oct 2004 | B | 25% – 50% of The Mcivy Company Llc (indirect) |
| Fp Meadows Iii Education Trust | Member | Oct 2004 | B | 25% – 50% of The Mcivy Company Llc (indirect) |
Estimated effective ownership (look-through of filed bands):
- Meadows, Alston, Mccullough: 50% – 75% of Mcivy Company Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • HYBRID MINIMUM + BPS
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗