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Fund of Funds

O’Brien-Staley Partners

O’Brien-Staley Partners invests in other funds rather than directly in companies, from United States.

Disclosed holdings
Earliest stated investment
HeadquartersUnited States
Largest single fundNot stated

Stated investment criteria

What O’Brien-Staley Partners says it buys

Read from O’Brien-Staley Partners’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

People listed on its team page331

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by O’Brien-Staley Partners to consider any particular business, and nothing on this page is represented as being for sale.

Regulatory record

How O’Brien-Staley Partners is registered

From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.

Adviser statusSEC registered
Regulatory assets under management$1.4bn
Employees35
Private funds advised6 · $1.4bn gross
SEC adviser numberCRD 169245

Recorded transactions

Buying and selling

Deals in which O’Brien-Staley Partners is named as buyer or seller in the transaction archive. 1 recorded acquisition.

CompanySideCounterpartyYearConsideration
AmeriNational Community ServicesBought2015$15m

Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.

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