Single Family OfficeRIA · CRD 158764SEC-Registered

Updated:

Obermaier Management

OBERMAIER MANAGEMENT LLC is an SEC-registered investment adviser with $81 million in regulatory assets under management.

Obermaier Management

OBERMAIER MANAGEMENT LLC is an SEC-registered investment adviser with $81 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment team.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Europe

Country

Germany

City

Munich

Corporate office

Munich, Germany

Principals

Herbert Obermaier

Founder and Managing Director

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who makes investment decisions at Obermaier Management?

Herbert Obermaier, as founder and managing director, retains final authority over all capital allocation. The office operates with a flat structure typical of a founder-led single-family office, without a formalized investment committee. Day-to-day deal execution is supported by a small Munich-based team.

Is Obermaier Management a single-family office or does it manage outside capital?

It operates strictly as a single-family office for the Obermaier family. The firm does not raise external funds, does not list open investment vehicles, and does not market to institutional allocators. All capital is proprietary family wealth.

What geographies and asset classes does Obermaier Management focus on?

The office concentrates on direct real estate and private equity within the DACH region — Germany, Austria, and Switzerland. Real estate investments favor core and core-plus commercial properties, particularly in Munich and southern Germany. Private equity activity is opportunistic, typically co-investments in industrial or small-cap companies.

Does Obermaier Management participate in fund commitments or only direct deals?

The firm's preference is for direct investments, consistent with many European family offices that prioritize control and fee avoidance. There is no public record of significant fund commitments, though the office may invest alongside trusted regional partners on a deal-by-deal basis.

What is the wealth origin behind Obermaier Management?

The underlying wealth is tied to German real estate holdings accumulated by Herbert Obermaier, centered on Bavarian commercial and residential properties. The exact composition and scale have not been publicly disclosed, which is common for privately held family offices of this profile.

How does Obermaier Management source its investment opportunities?

Deal flow originates almost entirely from Herbert Obermaier's personal network and long-standing relationships within the Bavarian business community. The firm does not rely on competitive auction processes or external intermediaries, which is a structural sourcing advantage but also limits transparency for outside observers.

Is there a philanthropic arm or foundation associated with Obermaier Management?

No philanthropic foundation or charitable vehicle is publicly linked to Obermaier Management. The office's activities appear confined to proprietary investment management without a disclosed grant-making or impact-investing mandate.

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