Multi-Family OfficeRIA · CRD 110069SEC-Registered

Updated:

OBERMEYER WEALTH PARTNERS

OBERMEYER WEALTH PARTNERS is an SEC-registered investment adviser in ASPEN, CO, registered since 1997. The firm manages approximately $3.0 billion in assets.

OBERMEYER WEALTH PARTNERS

OBERMEYER WEALTH PARTNERS is an SEC-registered investment adviser in ASPEN, CO, registered since 1997. The firm manages approximately $3.0 billion in assets. It has 31 employees and 15 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2013

Location

Region

North America

Country

United States

City

Aspen

Corporate office

Aspen, CO, United States

Additional offices

Denver, CO, United States

Principals

Wally Obermeyer

President and Chief Investment Officer

Tom Obermeyer

CEO

Sector focus

Real EstatePrivate CreditPrivate EquityVenture Capital

Frequently asked questions

Who runs investment decisions at Obermeyer Wealth Partners?

Wally Obermeyer serves as president and chief investment officer. He previously spent roughly a decade at Harvard Management Company, where he managed a $2.3 billion domestic equities portfolio for the university's endowment. His brother Tom Obermeyer holds the CEO role.

What is the source of the Obermeyer family's wealth?

The wealth originates from Sport Obermeyer, the ski-apparel company founded in 1947 by Klaus Obermeyer. A German aeronautical engineer who emigrated to Aspen, Klaus Obermeyer invented the down parka and built a company that became an enduring brand in the winter-sports industry. The family's capital base now funds both their own multi-generational wealth and the external families they serve.

How does Obermeyer Wealth Partners source its deal flow?

The firm leans on relationships cultivated through decades in the ski industry, the Harvard Management Company investment network, and its presence in Colorado's entrepreneurial community. Its real-asset focus gives it a distinct sourcing channel in mountain-region real estate and development that is less accessible to coastal family offices.

Does the firm invest directly or through funds?

Obermeyer Wealth Partners uses both approaches. It commits capital to private-equity and venture-capital funds — including buyout, growth-equity, and early-stage strategies — and also pursues direct investments, particularly in real estate and private credit, where the family's operating experience can inform underwriting decisions.

Is Obermeyer Wealth Partners a single-family office or a multi-family office?

It is a multi-family office. The firm was initially structured to manage the Obermeyer family's own assets following the sale of the apparel business, but has since opened its doors to a limited number of other families, offering investment management, estate planning, tax strategy, and governance services.

What is the firm's real estate investment focus?

The firm has specific expertise in resort-community and mountain-region real estate, a direct outgrowth of its Aspen headquarters and the family's deep Colorado roots. This includes development projects and real estate debt opportunities tied to high-net-worth leisure markets.

How does Wally Obermeyer's background at Harvard Management Company influence the firm's strategy?

His endowment experience built a top-down risk discipline and a manager-selection process that is more systematic than what most family-owned shops employ. The firm applies an institutional asset-allocation lens to private capital — treating private equity, venture, credit, and real estate as components of a total-portfolio framework, rather than a collection of opportunistic bets.

Profile maintained by 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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Aspen Multi Family Office profiles