Oberland Capital Management Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 26
- Avg AUM / client
- $124M
- Accounts
- 26
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 25 | $3.2B | 99.5% |
| Other investment advisers | 1 | $17.0M | 0.53% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oberland Capital Healthcare Master Fund Iii Lp master | Private Equity Fund | Delaware | $1.2B | 275 |
| Oberland Capital Healthcare Solutions Master Fund Lp master | Private Equity Fund | Delaware | $602M | 223 |
| Oberland Capital Healthcare Master Fund Ii Lp master | Private Equity Fund | Delaware | $601M | 759 |
| Oberland Capital Healthcare Solutions Co Invest Master Fund Lp master | Private Equity Fund | Delaware | $371M | 177 |
| Oberland Orion Co Invest Fund Lp | Private Equity Fund | Delaware | $200M | 2 |
| Oberland Capital Healthcare Master Fund Lp master | Private Equity Fund | Delaware | $104M | 357 |
| Oberland Capital Healthcare Iii Brazos Co Invest Lp | Private Equity Fund | Delaware | $55.6M | 2 |
| Quantbio Innovations Fund Lp | Hedge Fund | Delaware | $6.0M | 14 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Naegeli, Jean Pierre, Nmn | Managing Partner | Dec 2012 (14y) | 25% – 50% | |
| Rubinstein, Andrew, David | Managing Partner | Dec 2012 (14y) | 50% – 75% | |
| Dubinsky, David, Nmn | Cfo | Jun 2013 (13y) | Less than 5% | |
| Wiggert, Kristian, Erik | Cco | Jan 2020 (7y) | Less than 5% | |
| Clifford, William, Paul | Member | Jul 2023 (3y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $3.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oberland Capital Healthcare Master Fund Iii Lp | Private Equity Fund | $1.2B | $10.0M | 275 |
| Oberland Capital Healthcare Solutions Master Fund Lp | Private Equity Fund | $602M | $0 | 223 |
| Oberland Capital Healthcare Master Fund Ii Lp | Private Equity Fund | $601M | $0 | 759 |
| Oberland Capital Healthcare Solutions Co Invest Master Fund Lp | Private Equity Fund | $371M | $0 | 177 |
| Oberland Orion Co Invest Fund Lp | Private Equity Fund | $200M | $0 | 2 |
| Oberland Capital Healthcare Master Fund Lp | Private Equity Fund | $104M | $0 | 357 |
| Oberland Capital Healthcare Iii Brazos Co Invest Lp | Private Equity Fund | $55.6M | $0 | 2 |
| Quantbio Innovations Fund Lp | Hedge Fund | $6.0M | $150K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 3.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $17.0M (1% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗