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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.
Overview
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
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.
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.
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.
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