Opcrest Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156416
- Custodians
- CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI72.39%
- Charitable Organizations24.5%
- Individuals3.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Opcrest Investment Management, LLC is a small, privately held investment adviser organized as an LLC that manages portfolios for individual and family clients as well as small institutional relationships. The firm emphasizes discretionary portfolio management and charges asset-based fees alongside the ability to assess performance-based fees. Opcrest does not characterize itself as an ESG investor, is not multi-state registered, and does not operate as a capital allocator or pension consultant; its advisory remit is focused on direct portfolio management for individuals and small businesses.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds10%
- Non-Investment Grade Corp Bonds2%
- Derivatives2%
Contacts
1 of 1Douglas Jordan
ManagerCRD 2393660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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