# O'Brien-Staley Partners funding: rounds and investors

> O'Brien-Staley Partners has raised $61M across 1 round since 2024. Every round with its source.

Source: https://millionrounds.com/company/o-brien-staley-partners (Millionrounds; every figure on the page links to its filing or article)

United States · [Funded startup](https://millionrounds.com/companies)

# Who invested in *O'Brien-Staley Partners*

One round we have observed, with the 0 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Asset Management

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Funding summary Updated 15 Nov 2026

**$61M** raised across 1 round since 2024, from 1 source

- **Latest round:** Debt, $61M Sept 2024
- **Investors:** 0

See who backed them

## The rounds

- **Sept 2024** Debt **$61M** No investor was named in the report. Source recorded

## Founders and team

From O'Brien-Staley Partners's own website: 16 on the team.

- **Jerry O’Brien** CEO & Cio
- **Chuck Anderson** COO & Cco
- **Colin F. Dougherty** Chief Legal Officer
- **John Sikora** CFO
- **Yianni Pantazides** CTO
- **Yvette Bowen** Chief Human Resources Officer
- **Alyssa Cheatham** Managing Director
- **Cait Montpetit** Director, Marketing
- **Jake Reichert** Director, Operations
- **Jon Hander** Finance Associate
- **Krystle Blystone** Director, Insurance, Taxes, and Appraisals
- **Larry Koshiol** Director, Information Technology
- **Lucas Wright** Business Analyst
- **Scott Kliger** Director, Information Technology Center of Expertise
- **Tina Love-Jensen** Associate Director of Accounting
- **Vreni Henderson** IT Product Manager

Advisers *Adam Bernier* *Bill Muenzberg*

## Quick answers about O'Brien-Staley Partners

### How much has O'Brien-Staley Partners raised?

O'Brien-Staley Partners has raised $61M across 1 round since 2024.

### When did O'Brien-Staley Partners last raise?

O'Brien-Staley Partners's most recent round was a Debt of $61M in Sept 2024.

### What was O'Brien-Staley Partners's biggest round?

Its most recent round, $61M in Sept 2024, is also its largest on record.

### What stage is O'Brien-Staley Partners at?

O'Brien-Staley Partners's latest named round is a Debt, in Sept 2024.

### Where is O'Brien-Staley Partners based?

O'Brien-Staley Partners is based in the United States.

## Companies like O'Brien-Staley Partners

In the same sector, and raised in the last eighteen months.

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