Investment adviser · CRD 167619
OBP CAPITAL
Investment adviser filing (IA)
OBP CAPITAL LLC
ROCKY MOUNT, NC, United States · Form ADV filed May 26, 2026
- Regulatory AUM
- $169M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 5 | $168,840,607 | 100.0% |
Filing source
Form ADV 2103658 · May 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 26, 2026. View historical filings
Reported services
Investment company portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
116 SOUTH FRANKLIN STREETROCKY MOUNT, NC, 27804, United States
CRD 167619
Filing source
Form ADV 2103658 · May 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.