OBRIEN GREENE & CO INC
Adviser information for OBRIEN GREENE & CO INC last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 319 | $350.5M |
| Non-Discretionary | 21 | $41.0M |
| Total | 340 | $391.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 58 | $21.9M |
| HNW Individuals | 82 | $258.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $14.6M |
| Pension and profit sharing plans | 4 | $61.4M |
| Charitable organizations | 10 | $24.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 4 | $11.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Principal Office
218 W. STATE STREETMEDIA
PA
United States
Monday - Friday, 9AM-5PM
Tel: 610-891-7880, Fax: 610-891-7884
Chief Compliance Officer
JAMES FOGGO
218 WEST STATE ST
MEDIA
PA
United States
Tel:
610-891-7880
Fax:
610-891-7884
J*****@***************M
(Full email address available in API data)
Regulatory Contact
ELIZABETH O'BRIEN
CORPORATE SECRETARY
218 WEST STATE ST.
MEDIA
PA
United States
Tel:
610-891-7880
Fax:
610-891-7884
L******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| O'BRIEN GREENE SMALL CAPITALIZATION STOCK FUND L.P. | Hedge Fund | $14.6M | $0.1M | 44 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| O'BRIEN, ELIZABETH, BURNS | Individual | – | CORPORATE SECRETARY | 02/1987 | < 5% |
| OBRIEN, MARK, BENNETT | Individual | – | CHAIRMAN | 07/2020 | < 5% |
| OBRIEN, MATTHEW, BENNETT | Individual | – | PRESIDENT | 07/2020 | > 75% |
| FOGGO, JAMES, ROBERT | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Abbott Laboratories | COM | 1M | 11K | – |
| Abbvie Inc Com | COM | 2M | 10K | – |
| Abbvie Inc Com | COM | 376K | 2K | – |
| Adobe Sys Inc Com | COM | 6M | 11K | – |
| Adobe Sys Inc Com | COM | 300K | 540 | – |
| Aflac Inc Com | COM | 261K | 3K | – |
| Aflac Inc Com | COM | 143K | 2K | – |
| Algonquin Power Utilities Corp | COM | 744K | 127K | – |
| Alligator Energy Ord Shs | COM | 9K | 269K | – |
| Alphabet Inc Class A | COM | 825K | 5K | – |
| Alphabet Inc Class A | COM | 474K | 3K | – |
| American Tower Corp Cl A | COM | 473K | 2K | – |
| American Tower Corp Cl A | COM | 8K | 40 | – |
| Amgen Inc | COM | 10M | 31K | – |
| Amgen Inc | COM | 422K | 1K | – |
| Analog Devices Ord Shs | COM | 306K | 1K | – |
| Aon Ord Shs Class A | COM | 191K | 651 | – |
| Aon Ord Shs Class A | COM | 147K | 500 | – |
| Apple Computer Inc Com | COM | 11M | 51K | – |
| Apple Computer Inc Com | COM | 2M | 11K | – |
| Automatic Data Process Com | COM | 3M | 12K | – |
| Automatic Data Process Com | COM | 1M | 5K | – |
| Axon Enterprise Ord Shs | COM | 1M | 4K | – |
| Banknew York Mellon Corp | COM | 263K | 4K | – |
| Becton Dickinson & Co Com | COM | 5M | 22K | – |
| Becton Dickinson & Co Com | COM | 549K | 2K | – |
| Berkshire Hathaway Inc Cl B | COM | 11M | 27K | – |
| Berkshire Hathaway Inc Cl B | COM | 3M | 7K | – |
| Best Buy Co | COM | 6M | 70K | – |
| Best Buy Co | COM | 17K | 200 | – |
| Bgc Group Inc | COM | 1M | 161K | – |
| Bj's Wholesale Club Holdings I | COM | 264K | 3K | – |
| Black Stone Minerals | COM | 2M | 100K | – |
| Bristol Myers Squibb | COM | 262K | 6K | – |
| British American Tobacco Adr R | COM | 529K | 17K | – |
| Broadcom Ord Shs | COM | 673K | 419 | – |
| Broadridge Finl Soluti Com | COM | 6M | 33K | – |
| Broadridge Finl Soluti Com | COM | 468K | 2K | – |
| Builders Firstsource Inc | COM | 5M | 36K | – |
| Builders Firstsource Inc | COM | 10K | 75 | – |
| Bunge Global Sa | COM | 607K | 6K | – |
| Bunzl Plc | COM | 6M | 171K | – |
| Bunzl Plc | COM | 129K | 3K | – |
| Calumet Specialty Products Par | COM | 469K | 29K | – |
| Cencora Inc Com | COM | 206K | 913 | – |
| Chevrontexaco Corp | COM | 2M | 13K | – |
| Chevrontexaco Corp | COM | 422K | 3K | – |
| Cisco Sys Inc Com | COM | 7M | 142K | – |
| Cisco Sys Inc Com | COM | 428K | 9K | – |
| Coca Cola Co | COM | 1M | 18K | – |
| Coca Cola Co | COM | 448K | 7K | – |
| Colgate Palmolive Co Com | COM | 659K | 7K | – |
| Colgate Palmolive Co Com | COM | 218K | 2K | – |
| Comcast Corp New Cl A | COM | 257K | 7K | – |
| Comcast Corp New Cl A | COM | 272K | 7K | – |
| Compagnie Financiere Richemont | COM | 405K | 26K | – |
| Compagnie Financiere Richemont | COM | 5K | 329 | – |
| Costco Whsl Corp New Com | COM | 610K | 718 | – |
| Costco Whsl Corp New Com | COM | 3M | 3K | – |
| Crown Castle Intl Corp Com | COM | 201K | 2K | – |
| Cummins Inc Com | COM | 1M | 5K | – |
| Cummins Inc Com | COM | 83K | 300 | – |
| Cvs Caremark Corp Com | COM | 243K | 4K | – |
| Danaher Corp Del Com | COM | 9M | 36K | – |
| Danaher Corp Del Com | COM | 760K | 3K | – |
| Despegar Corp | COM | 1M | 97K | – |
| Diageo P L C Spnsrd Adr New | COM | 301K | 2K | – |
| Diageo P L C Spnsrd Adr New | COM | 47K | 375 | – |
| Dorchester Minerals | COM | 1M | 47K | – |
| Ebay Inc Com | COM | 581K | 11K | – |
| Ebay Inc Com | COM | 236K | 4K | – |
| Ecolab Inc Com | COM | 175K | 735 | – |
| Ecolab Inc Com | COM | 607K | 3K | – |
| Emerson Elec Co | COM | 2M | 15K | – |
| Emerson Elec Co | COM | 408K | 4K | – |
| Energy Transfer Units | COM | 248K | 15K | – |
| Eog Res Inc Com | COM | 11M | 86K | – |
| Essential Utilities Ord Shs | COM | 415K | 11K | – |
| Exxon Mobil Corp | COM | 433K | 4K | – |
| F M C Corp Com New | COM | 406K | 7K | – |
| Fedex Corp Com | COM | 5M | 18K | – |
| Fedex Corp Com | COM | 37K | 125 | – |
| Fomento Economico | COM | 626K | 6K | – |
| Fomento Economico | COM | 4K | 34 | – |
| Fortive Corporation | COM | 6M | 77K | – |
| Fortive Corporation | COM | 256K | 3K | – |
| Franco-Nevada Corp | COM | 6M | 52K | – |
| Franco-Nevada Corp | COM | 243K | 2K | – |
| General Mills Inc Com | COM | 253K | 4K | – |
| Golar Lng Ltd | COM | 2M | 60K | – |
| Grainger W W Inc Com | COM | 546K | 605 | – |
| Grainger W W Inc Com | COM | 1M | 1K | – |
| Grupo Aeroportuario | COM | 501K | 7K | – |
| Grupo Aeroportuario | COM | 7K | 100 | – |
| Hershey Foods Corp | COM | 277K | 2K | – |
| Interactive Brokers Group Inc | COM | 10M | 84K | – |
| Interactive Brokers Group Inc | COM | 276K | 2K | – |
| Ishares Gsci Commodity Dynamic | COM | 276K | 10K | – |
| J P Morgan Chase & Co Com | COM | 2M | 7K | – |
| J P Morgan Chase & Co Com | COM | 111K | 550 | – |
| Johnson & Johnson | COM | 1M | 9K | – |
| Johnson & Johnson | COM | 58K | 400 | – |
| Joint Corp | COM | 2M | 116K | – |
| Kddi Corp Adr | COM | 316K | 24K | – |
| Kddi Corp Adr | COM | 5K | 366 | – |
| Lazard Inc | COM | 1M | 27K | – |
| Lgi Homes | COM | 184K | 2K | – |
| Lgi Homes | COM | 18K | 200 | – |
| Lilly Eli & Co | COM | 865K | 955 | – |
| Linde Ord Shs | COM | 262K | 597 | – |
| Linde Ord Shs | COM | 417K | 950 | – |
| Lowes Cos Inc Com | COM | 495K | 2K | – |
| Lowes Cos Inc Com | COM | 287K | 1K | – |
| Lsl Property Services Plc | COM | 189K | 45K | – |
| Martin Marietta Mat | COM | 622K | 1K | – |
| Martin Marietta Mat | COM | 5K | 10 | – |
| Merck & Co New | COM | 444K | 4K | – |
| Merck & Co New | COM | 223K | 2K | – |
| Microchip Technology Com | COM | 257K | 3K | – |
| Microsoft Corp | COM | 9M | 21K | – |
| Microsoft Corp | COM | 726K | 2K | – |
| Naked Wine Ord Shs | COM | 20K | 24K | – |
| New Fortress Energy Ord Shs Cl | COM | 334K | 15K | – |
| New Fortress Energy Ord Shs Cl | COM | 26K | 1K | – |
| Newmont Mining Corp Com | COM | 295K | 7K | – |
| Nextera Energy Inc | COM | 6M | 84K | – |
| Nextera Energy Inc | COM | 571K | 8K | – |
| Nintendo | COM | 507K | 38K | – |
| Nintendo | COM | 5K | 385 | – |
| Norfolk Southern | COM | 279K | 1K | – |
| Novartis A G Sponsored Adr | COM | 190K | 2K | – |
| Novartis A G Sponsored Adr | COM | 416K | 4K | – |
| Nutrien Ltd | COM | 7M | 140K | – |
| Nutrien Ltd | COM | 69K | 1K | – |
| Nvidia Corp Com | COM | 218K | 2K | – |
| Nvidia Corp Com | COM | 544K | 4K | – |
| Paypal Holdings, Inc. | COM | 65K | 1K | – |
| Paypal Holdings, Inc. | COM | 184K | 3K | – |
| Peabody Energy Corp | COM | 671K | 30K | – |
| Pepsico Inc | COM | 176K | 1K | – |
| Pepsico Inc | COM | 165K | 1K | – |
| Plx Pharma Inc | COM | 0 | 27K | – |
| Powershares Etf Trust Water Re | COM | 208K | 3K | – |
| Procter & Gamble Co | COM | 351K | 2K | – |
| Procter & Gamble Co | COM | 173K | 1K | – |
| Quaker Houghton | COM | 759K | 4K | – |
| Quanta Services Ord Shs | COM | 215K | 846 | – |
| Rio Tinto Plc | COM | 924K | 14K | – |
| Rio Tinto Plc | COM | 7K | 111 | – |
| S&P Global Inc Com | COM | 8M | 17K | – |
| S&P Global Inc Com | COM | 803K | 2K | – |
| Seneca Foods Corp Cl A | COM | 821K | 14K | – |
| Sherwin Williams | COM | 502K | 2K | – |
| Sherwin Williams | COM | 210K | 704 | – |
| Skyline Champion Corp | COM | 899K | 13K | – |
| Southern Co Com | COM | 133K | 2K | – |
| Southern Co Com | COM | 163K | 2K | – |
| Sprott Inc | COM | 663K | 16K | – |
| Sprott Physical Gold Trust | COM | 9M | 473K | – |
| Sprott Physical Gold Trust | COM | 27K | 2K | – |
| Sprott Physical Silver Trust | COM | 391K | 39K | – |
| Sprott Physical Silver Trust | COM | 10K | 1K | – |
| Sprott Physical Uranium Trust | COM | 937K | 51K | – |
| Sprott Physical Uranium Trust | COM | 9K | 479 | – |
| Ss&C Technology Holdings Inc. | COM | 295K | 5K | – |
| Ss&C Technology Holdings Inc. | COM | 56K | 900 | – |
| Stonex Group | COM | 1M | 15K | – |
| Subsea 7 S.A. | COM | 404K | 21K | – |
| Summit Midstream Partners Lp U | COM | 297K | 8K | – |
| Sysco Corp | COM | 560K | 8K | – |
| Sysco Corp | COM | 357K | 5K | – |
| Talen Energy Corp | COM | 1M | 12K | – |
| Teck Resources Ltd Cl B | COM | 942K | 20K | – |
| Teck Resources Ltd Cl B | COM | 7K | 150 | – |
| Tidewater Inc | COM | 421K | 4K | – |
| Totalenergies Adr Each Represe | COM | 10M | 144K | – |
| Totalenergies Adr Each Represe | COM | 27K | 400 | – |
| Towne Bank | COM | 437K | 16K | – |
| Ulta Salon Cosm & Frag Com | COM | 145K | 375 | – |
| Ulta Salon Cosm & Frag Com | COM | 396K | 1K | – |
| Unilever Adr Reptg 1 Ord Shs | COM | 366K | 7K | – |
| Union Pacific Corp | COM | 8M | 35K | – |
| Union Pacific Corp | COM | 1M | 5K | – |
| United Healthcare Corp Com | COM | 372K | 730 | – |
| Valero Energy Corp New Com | COM | 8M | 53K | – |
| Valero Energy Corp New Com | COM | 78K | 500 | – |
| Veralto Ord Shs | COM | 6M | 58K | – |
| Veralto Ord Shs | COM | 309K | 3K | – |
| Viper Energy Inc Cl A | COM | 439K | 12K | – |
| Vontier Ord Shs | COM | 6M | 159K | – |
| Vontier Ord Shs | COM | 317K | 8K | – |
| Wal-Mart Stores | COM | 9M | 127K | – |
| Wal-Mart Stores | COM | 205K | 3K | – |
| Waste Mgmt Inc Del Com | COM | 325K | 2K | – |
| Waste Mgmt Inc Del Com | COM | 1M | 7K | – |
| Western Digital Corp Com | COM | 9M | 115K | – |
| Western Digital Corp Com | COM | 136K | 2K | – |
| Williams Cos | COM | 7M | 170K | – |
| Williams Cos | COM | 82K | 2K | – |
| Yellow Cake Plc | COM | 552K | 75K | – |
| Ishares Core S&P 500 Etf | COM | 413K | 754 | – |
| Ishares Core S&P Small Cap Etf | COM | 2M | 22K | – |
| Ishares Core S&P Small Cap Etf | COM | 11K | 100 | – |
| Ishares Core S&P U.S. Growth E | COM | 274K | 2K | – |
| Ishares Tr Russell 2000 | COM | 319K | 2K | – |
| Ishares Tr Russell 2000 | COM | 355K | 2K | – |
| Spdr S&P Midcap 400 Etf Trust | COM | 246K | 460 | – |
| Spdr Tr Unit Ser 1 | COM | 286K | 525 | – |
| Vanguard Div Apprec Etf | COM | 525K | 3K | – |
| Wt Us Quality Shareholder Yiel | COM | 336K | 5K | – |
| Alps/Corecommodity Mgmt Compco | COM | 120K | 16K | – |
| Mfs Series Trust Xvii Intl Equ | COM | 207K | 6K | – |
| Rbc Funds Tr Emerg Mkt Equity | COM | 151K | 11K | – |
| Vanguard 500 Index Fd Admiral | COM | 259K | 515 | – |