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Oberlin Wealth Partners
Cliff Oberlin established Oberlin Wealth Partners to serve multiple families from its base in Bryan. The firm lists Cliff Oberlin as founder, chairman and CEO.
Oberlin Wealth Partners
Cliff Oberlin established Oberlin Wealth Partners to serve multiple families from its base in Bryan. The firm lists Cliff Oberlin as founder, chairman and CEO. Lisa Oberlin appears as a family member on the operating roster. Investment activity spans buyout, growth, seed and venture capital stages. Positions include direct co-investments, private credit, hedge funds and real estate. Confirmed geographies cover North America, the Caribbean and South America. Technology exposure centers on AI/ML while sector focus includes luxury assets and collectibles. The firm reports an estimated $32 million under management. Cliff Oberlin previously chaired the Miami | Ft. Lauderdale Gold Chapter of YPO. Adjacent vehicles include Oberlin Properties, Ltd. in Ohio and the Earl C. Oberlin II Fund.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Bryan
Corporate office
Bryan, United States
Principals
Cliff Oberlin
Founder, Chairman, and CEO
Frank W. Seneco
Expert-in-Residence
Stephen A. Yarmesch
Senior Portfolio Manager
Lisa Oberlin
Family Member
Sector focus
Frequently asked questions
Who runs investment decisions at Oberlin Wealth Partners?
Cliff Oberlin serves as founder, chairman and CEO. Stephen A. Yarmesch acts as senior portfolio manager.
Does Oberlin Wealth Partners participate in fund commitments or only direct deals?
The firm executes direct co-investments and SPVs alongside other structures such as private credit and hedge funds.
What investment stages does Oberlin Wealth Partners typically target?
Activity spans buyout, growth, seed and venture capital stages.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed beyond attribution to named principals.
How is Oberlin Wealth Partners related to Oberlin Properties, Ltd.?
Oberlin Properties, Ltd. is listed as a mixed-use real asset vehicle tied to the firm in Ohio.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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