OBERMEYER WEALTH PARTNERS

OBERMEYER WEALTH PARTNERS

Obermeyer Wealth Partners launched in 2013 when Wally Obermeyer — who had spent years managing a concentrated equity portfolio and co-founded the Obermeyer ski-apparel brand — formalized the family's investment activities alongside his brother Tom. The firm's origins sit in the sale of Sport Obermeyer, the ski-wear company founded in 1947 by their father, Klaus Obermeyer, a German immigrant who stitched one of the first down parkas and built a multi-generational operating business in Aspen. That liquidity event created the capital base that Wally Obermeyer first managed as a single-family pool before opening the structure to other families, making Obermeyer Wealth Partners a multi-family office rooted in its own wealth-creation experience. The firm pursues a multi-asset-class strategy that spans private equity, venture capital, private credit, and real estate. Obermeyer's real-asset focus reflects its Colorado geography: the firm has been an active participant in mountain-region real estate, including development and debt opportunities in resort-community markets. On the private-equity side, the firm commits to both buyout and growth-equity funds, while its venture exposure runs toward early-stage companies — a posture consistent with Wally Obermeyer's public-company stock-picking background and his history managing a concentrated equities portfolio prior to founding the family office. The firm combines direct investments and fund commitments, with a preference for situations where the principals can apply operating-company lessons from a family that built a global consumer brand. Obermeyer Wealth Partners operates from Aspen and Denver, with a team that delivers investment management, estate planning, and family-governance services to a small number of client families. In June 2022 the firm hired a director of family-office services to deepen its non-investment capabilities around tax strategy and trust administration (per public record, June 2022). The office's scale remains private, though the family's brand — Obermeyer remains an active ski-apparel label sold nationwide — provides a durable public identity that shapes the firm's sourcing network. What distinguishes Obermeyer Wealth Partners is the combination of institutional investment discipline and operating heritage. The CIO's decade-plus inside Harvard Management Company, managing a $2.3 billion public-equities portfolio at the endowment, established a top-down risk framework that most family offices lack, while the firm's own capital came from a consumer-goods exit — giving it direct experience with exactly the entrepreneurial families it now serves. This hybrid DNA, rather than any single strategy, is the firm's structural differentiator.