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OBSIDIAN CIO LLC
CRD 289000File 801-110874
APPROVED
Filing as of Jun 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$1.28B
Clients
7
7 accounts
Employees
6
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 21, 2017
- Principal office
- 79 MADISON AVENUE, 8TH FLOOR, NEW YORK, NY, 10016
- Phone
- 917-403-2622
- Website
- https://www.obsidiancio.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $1.28B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $183.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 7 | $1.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PLATFORM FEES
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 8 | 6 | decreased by2 |
| Feb 1, 2026 | Custody | Yes | No | |
| Feb 1, 2026 | Clients | 5 | 7 | increased by2 |
| Feb 1, 2026 | AUM | $964,522,357 | $1,284,027,815 | increased by$319,505,458 |
| Feb 1, 2026 | Accounts | 3,471 | 7 | decreased by3,464 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $510,494,600 | $964,522,357 | increased by$454,027,757 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,196 | 3,471 | increased by1,275 |
| Apr 1, 2022 | Employees | 3 | 6 | increased by3 |
| Apr 1, 2022 | Clients | 2 | — | |
| Apr 1, 2022 | AUM | $347,531,303 | $510,494,600 | increased by$162,963,297 |
| Apr 1, 2022 | Accounts | 736 | 2,196 | increased by1,460 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OBSIDIAN CIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OBSIDIAN CIO” may also match similarly-named firms). Confirm identity against each filing.
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.