# Oberlin Wealth Partners

Oberlin Wealth Partners is a Multi Family Office based in Bryan, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bryan, United States
- **Region:** North America
- **Address:** Bryan, United States
- **Founded:** 2012
- **Assets under management:** 32 (Altss estimate)
- **Website:** oberlinwealth.com
- **LinkedIn:** https://linkedin.com/company/oberlin-wealth-partners-llc

## Regulatory record

- **CRD number:** 164912
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164912

## About

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.

## Sectors

- Luxury
- AI/ML

## People

- Cliff Oberlin — Founder, Chairman, and CEO
- Frank W. Seneco — Expert-in-Residence
- Stephen A. Yarmesch — Senior Portfolio Manager
- Lisa Oberlin — Family Member

## 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.

### 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.

## Related profiles

- [Mavros Capital Management](https://altss.com/profile/mavros-capital-management)
- [MdF Gestefin](https://altss.com/profile/mdf-gestefin)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oberlin-wealth-partners

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