Investment adviser · CRD 110281

OBRIEN GREENE & CO INC

Investment adviser filing (IA)

MEDIA, PA, United States · Form ADV filed Jun 17, 2026

Regulatory AUM: $464M
Client accounts: 355
Employees: 7
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	89	$307,649,617	66.3%
Retirement plans	Fewer than 5	$68,367,196	14.7%
Charities	11	$36,123,179	7.8%
Pooled investment vehicles	1	$19,848,178	4.3%
Individuals	47	$19,686,739	4.2%
Other clients	Fewer than 5	$12,658,875	2.7%

Filing source

Form ADV 2113878 · Jun 17, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

O'BRIEN GREENE SMALL CAPITALIZATION STOCK FUND L.P.Hedge Fund · Last reported Jun 17, 2026$19.8MGross asset value

Form D fundraising filings

O'Brien Greene Small-Capitalization Stock Fund, L.P.

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLC GREENWOOD VILLAGE, Colorado, United States

Custodian INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLC
PCAOB 349

INTERACTIVE BROKERS CORP.
SEC 8-53615

Fund details & source

Fund ID: 805-8270180166
Reported beneficial owners: 44
Minimum commitment: $100K
Form D file number: 021-316723

Form ADV 2113878 · Jun 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

218 W. STATE STREET
MEDIA, PA, 19063, United States

CRD 110281

Filing source

Form ADV 2113878 · Jun 17, 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.