A complete list of active advisors currently associated with Obsidiant Partners LLC

Warmer can help you find a great advisor at Obsidiant Partners LLC or one who fits your needs even better.

Obsidiant Partners LLC is a recently formed (mid‑2024) registered investment adviser that serves a small client base of high‑net‑worth individuals and a range of institutional clients, including retirement plans and not‑for‑profit organizations. The firm offers discretionary portfolio management, financial planning, and non‑discretionary consulting services for businesses and nonprofits. The firm develops individualized Personal Investment Plans or Investment Policy Statements and implements portfolios using Modern Portfolio Theory across equities, fixed income, mutual funds, ETFs and select liquid non‑traditional strategies. For many accounts Obsidiant delegates day‑to‑day discretionary management to an independent sub‑adviser (Goelzer Investment Management), which typically executes through an institutional custodian and manages the firm’s model equity, fixed‑income and liquid‑alternative strategies. Noteworthy features include its small scale—about $10.2 million in discretionary AUM across roughly a dozen clients—and its explicit delegation of implementation to a sub‑adviser whose portion of fees is deferred for a three‑year period, a relationship the brochure discloses as creating an incentive the firm will monitor. The firm also discloses an affiliated consulting practice that serves small businesses and nonprofits, offers access to closed‑end interval funds and other liquid alternatives (which may require accredited‑investor subscription agreements), and generally leaves proxy voting to clients.

To learn more about the advisors currently working at Obsidiant Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.