OPHIR ASSET MANAGEMENT US LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$634M
Accounts
2
Employees
5
Advisory reps
1

Firm details

Headquarters
DENVER, Colorado
CRD number
312619
Registered since
March 25, 2021
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ophir Asset Management US LLC is a U.S.-registered limited liability company that provides portfolio management for pooled investment vehicles and operates in roles consistent with a commodity pool operator or commodity trading adviser. The firm’s client base is institutional, and its fee arrangements are recorded as “other” rather than standard AUM- or performance-based schedules. Ophir is not designated as an active ESG investor and does not present itself as a multi-state adviser; it was registered with the SEC in 2021 and is owned by a mix of foreign and individual owners. The adviser has affiliated activity across sponsor/GP roles and other investment adviser or CPO/CTA functions, indicating it runs or advises pooled products in addition to any separate account work. Its classification in the source data is unclassified, and it is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Sandra Donnarumma

    Chief Operating OfficerCRD 7783179

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
162 Office Building 675 15 St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth