← Directory
OBERLAND CAPITAL MANAGEMENT LLC
CRD 169109File 801-87179
APPROVED
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.22B
Top 25% of cohort (national)
Discretionary AUM
$3.22B
Clients
26
26 accounts
Employees
23
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 6, 2015
- Principal office
- 1700 BROADWAY, 41ST FLOOR, NEW YORK, NY, 10019
- Phone
- 212-257-5850
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.22B
- Discretionary AUM
- $3.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 26
- Non-discretionary accounts
- 0
- Total accounts
- 26
- AUM per client
- $123.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $17.0M |
| Pooled investment vehicles | 25 | $3.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.