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OBSIDIAN CIO LLC

CRD 289000File 801-110874
APPROVED
Filing as of Jun 9, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Other investment advisers7$1.28B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.