OBRIEN GREENE & CO INC
CRD #110281 SEC #801-5866 MEDIA, PA 610-891-7880
SEC Registered Private Funds
Total AUM
$416.8M
Discretionary
$363.3M
Employees
6
Clients
10
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $416.8M | $363.3M | $53.4M | 6 | 0 |
| Mar 2025 | $416.8M | $363.3M | $53.4M | 6 | 0 |
| Feb 2024 | $391.5M | $350.5M | $41M | 6 | 0 |
| Jun 2023 | $377.2M | $335.7M | $41.5M | 6 | 0 |
| Mar 2023 | $377.2M | $335.7M | $41.5M | 6 | 0 |
| Feb 2023 | $394.8M | $341.6M | $53.1M | 6 | 0 |
| Dec 2022 | $394.8M | $341.6M | $53.1M | 6 | 0 |
| Nov 2022 | $394.8M | $341.6M | $53.1M | 6 | 0 |
| Mar 2022 | $394.8M | $341.6M | $53.1M | 6 | 0 |
| Aug 2021 | $338.4M | $304.3M | $34.1M | 6 | 0 |
| Mar 2021 | $338.4M | $304.3M | $34.1M | 6 | 0 |
| Jun 2020 | $298.2M | $258.9M | $39.3M | 5 | 0 |
| Mar 2020 | $298.2M | $258.9M | $39.3M | 5 | 0 |
| Mar 2019 | $279.2M | $251M | $28.3M | 6 | 0 |
| Mar 2018 | $283.2M | $254.4M | $28.8M | 6 | 0 |
| Nov 2017 | $257.4M | $229.2M | $28.2M | 6 | 0 |
| Mar 2017 | $257.4M | $229.2M | $28.2M | 6 | 100 |
| Mar 2016 | $228.3M | $211M | $17.3M | 6 | 100 |
| Mar 2015 | $284.4M | $209.8M | $74.6M | 6 | 100 |
| Mar 2014 | $271.2M | $184.7M | $86.5M | 6 | 100 |
| Apr 2013 | $254.4M | $165.8M | $88.6M | 5 | 100 |
| Mar 2012 | $248.6M | $159.1M | $89.5M | 1 | 107 |
| Mar 2011 | $225.4M | $131.7M | $93.6M | 5 | -- |
| Mar 2009 | $176.5M | $118.8M | $57.8M | 5 | -- |
| Mar 2008 | $193.5M | $140.9M | $52.6M | 5 | -- |
| Mar 2007 | $204.8M | $152.7M | $52.1M | 5 | -- |
| Mar 2006 | $179M | $128.1M | $50.9M | 5 | -- |
| Sep 2005 | $180.7M | $133.2M | $47.5M | 5 | -- |
| Mar 2004 | $161.5M | $119.7M | $41.8M | 5 | -- |
| Mar 2002 | $161.8M | $81.7M | $80.1M | 5 | -- |
DateMar 2025
Total AUM$416.8M
Discretionary$363.3M
Non-Disc.$53.4M
Employees6
Clients0
DateMar 2025
Total AUM$416.8M
Discretionary$363.3M
Non-Disc.$53.4M
Employees6
Clients0
DateFeb 2024
Total AUM$391.5M
Discretionary$350.5M
Non-Disc.$41M
Employees6
Clients0
DateJun 2023
Total AUM$377.2M
Discretionary$335.7M
Non-Disc.$41.5M
Employees6
Clients0
DateMar 2023
Total AUM$377.2M
Discretionary$335.7M
Non-Disc.$41.5M
Employees6
Clients0
DateFeb 2023
Total AUM$394.8M
Discretionary$341.6M
Non-Disc.$53.1M
Employees6
Clients0
DateDec 2022
Total AUM$394.8M
Discretionary$341.6M
Non-Disc.$53.1M
Employees6
Clients0
DateNov 2022
Total AUM$394.8M
Discretionary$341.6M
Non-Disc.$53.1M
Employees6
Clients0
DateMar 2022
Total AUM$394.8M
Discretionary$341.6M
Non-Disc.$53.1M
Employees6
Clients0
DateAug 2021
Total AUM$338.4M
Discretionary$304.3M
Non-Disc.$34.1M
Employees6
Clients0
DateMar 2021
Total AUM$338.4M
Discretionary$304.3M
Non-Disc.$34.1M
Employees6
Clients0
DateJun 2020
Total AUM$298.2M
Discretionary$258.9M
Non-Disc.$39.3M
Employees5
Clients0
DateMar 2020
Total AUM$298.2M
Discretionary$258.9M
Non-Disc.$39.3M
Employees5
Clients0
DateMar 2019
Total AUM$279.2M
Discretionary$251M
Non-Disc.$28.3M
Employees6
Clients0
DateMar 2018
Total AUM$283.2M
Discretionary$254.4M
Non-Disc.$28.8M
Employees6
Clients0
DateNov 2017
Total AUM$257.4M
Discretionary$229.2M
Non-Disc.$28.2M
Employees6
Clients0
DateMar 2017
Total AUM$257.4M
Discretionary$229.2M
Non-Disc.$28.2M
Employees6
Clients100
DateMar 2016
Total AUM$228.3M
Discretionary$211M
Non-Disc.$17.3M
Employees6
Clients100
DateMar 2015
Total AUM$284.4M
Discretionary$209.8M
Non-Disc.$74.6M
Employees6
Clients100
DateMar 2014
Total AUM$271.2M
Discretionary$184.7M
Non-Disc.$86.5M
Employees6
Clients100
DateApr 2013
Total AUM$254.4M
Discretionary$165.8M
Non-Disc.$88.6M
Employees5
Clients100
DateMar 2012
Total AUM$248.6M
Discretionary$159.1M
Non-Disc.$89.5M
Employees1
Clients107
DateMar 2011
Total AUM$225.4M
Discretionary$131.7M
Non-Disc.$93.6M
Employees5
Clients--
DateMar 2009
Total AUM$176.5M
Discretionary$118.8M
Non-Disc.$57.8M
Employees5
Clients--
DateMar 2008
Total AUM$193.5M
Discretionary$140.9M
Non-Disc.$52.6M
Employees5
Clients--
DateMar 2007
Total AUM$204.8M
Discretionary$152.7M
Non-Disc.$52.1M
Employees5
Clients--
DateMar 2006
Total AUM$179M
Discretionary$128.1M
Non-Disc.$50.9M
Employees5
Clients--
DateSep 2005
Total AUM$180.7M
Discretionary$133.2M
Non-Disc.$47.5M
Employees5
Clients--
DateMar 2004
Total AUM$161.5M
Discretionary$119.7M
Non-Disc.$41.8M
Employees5
Clients--
DateMar 2002
Total AUM$161.8M
Discretionary$81.7M
Non-Disc.$80.1M
Employees5
Clients--