Opportune Partners LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
293414
Registered since
September 25, 2018

Firm profile

FINTRX

Overview

Opportune Partners LLC is organized as a limited liability company and is recorded as an SEC-registered entity since 2018. Regulatory filings classify the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a mix of a domestic entity and an individual. Filings indicate the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The available disclosures do not describe specific advisory services, client segments, fee arrangements, or investment strategies. Given the investment-bank classification and the absence of reported capital-allocation activity, the firm’s public profile suggests it operates more in advisory or transactional roles than as a manager of client investment portfolios.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Daniel Legaye

    Daniel Legaye

    AttorneyCRD 1055035

  • Deirdre Patten

    Deirdre Patten

    PresidentCRD 1357509

  • Daniel Rojo

    Daniel Rojo

    Managing DirectorCRD 5247537

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth