OPPORTUNE PARTNERS LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 293414
- Registered since
- September 25, 2018
- Website
- opportune.com
Firm profile
FINTRXOverview
Opportune Partners LLC is organized as a limited liability company and registered with the SEC in 2018. The firm is classified as an investment bank rather than a traditional asset manager or capital allocator. Ownership is listed as a mix of a domestic entity and individual stakeholders. Available filings describe limited advisory characteristics: the firm is not identified as a capital allocator, is not active on ESG investing, and does not operate as a multi-state adviser or pension consultant. There are no public details in the provided record about client segments served, fee schedules, or specific business lines such as wealth management, brokerage, or family office services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8DANIEL ROJO
Managing DirectorCRD 5247537
Morgan Rosenberg
Vice PresidentCRD 6930459
Daniel Kohl
Managing DirectorCRD 6584639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 711 Louisiana St
- Time zone
- CT (UTC-6)
- Office locations
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