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LONDON - Boutique investment firm Oberon Investments Group (AQSE:OBE) reported a 40% increase in revenue to £9.36 million for the year ended March 31, 2025, according to a press release statement issued Tuesday.
The company’s assets under administration grew by £234 million during the fiscal year through organic growth and new team hires. Since the fiscal year end, Oberon has seen additional AUA inflows of £40 million in the first quarter of the current financial year.
Despite the revenue growth, the company posted an EBITDA loss excluding exceptionals of £2.1 million, an improvement from the £2.9 million EBITDA loss reported in the previous fiscal year.
The investment management firm reported net current assets of £3.4 million, up from £2.9 million in the prior year, while total net assets increased to £6 million from £5.1 million.
All three of Oberon’s business divisions - Investment Management, Corporate Broking, and Financial Planning - achieved record revenues. The Smythe House financial planning division more than doubled its revenues to £1.2 million.
During the fiscal year, Oberon raised £5 million through two fundraising rounds, which the company said were both "considerably oversubscribed."
The firm also expanded its product offerings with a new OEIC structure and hired Richard Penny from Crux/Lansdowne to lead its new Asset Management division.
Oberon stated it expects to achieve monthly EBITDA profitability, excluding acquisition costs, in the second half of fiscal year 2026.
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