Benjamin Gregory O'BRien

Employer firm

Capital Management Advisors LP CRD 134969

$80.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → Present
  Capital Management Advisors, Lp
  Houston, TX
• 12/2010 → Present
  Capital Management Advisors, Lp
  Houston, TX
• 03/2009 → Present
  Capital Management Advisors Gp Llc
  Houston, TX

Other Businesses

1. CAPITAL MANAGMENT ADVISORS LP; INVESTMENT RELATED; 10497 Town & Country Way, STE 700, HOUSTON, TX 77024; REGISTERED INVESTMENT ADVISOR; PRIVATE CLIENT SERVICES MANAGER; 7/2008; 160HRS/MO; 6.5HRS/DAY; SALARY PLUS FEES FROM MY CLIENTS ASSETS UNDER MANAGEMENT; I PERFORM THE MAJORITY OF THE BACK OFFICE DUTIES, BUILD INVESTMENT AND WEALTH MANAGEMENT PLANS, ANSWER CLIENT QUESTIONS, ETC. 2.CMA Energy Fund Management LLC; INVESTMENT RELATED; 10497 Town & Country Way, STE 700, HOUSTON, TX 77024; General Partner to Private Equity Energy Fund; Member of the General Partner of CMA Energy Fund I LP; 01/2016; 5 HRS/MO; 0.2HRS/DAY; Confirm the back office operations of LP have been performed. 3. CMA Energy Fund Management II LLC; INVESTMENT RELATED; 10497 Town & Country Way, STE 700, HOUSTON, TX 77024; General Partner to Private Equity Energy Fund; Member of the General Partner of CMA Energy Fund II LP; 07/2018; 5 HRS/MO; 0.2HRS/DAY; Confirm the back office operations of LP have been performed.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-29

Other Names

• Benjamin Gregory Obrien