Opportune Partners LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
8
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 registered with the SEC as of 2018. FINTRX classifies the firm as an investment bank rather than a traditional asset manager or multi-state advisory firm. Ownership is listed as a combination of a domestic entity and an individual. The public record supplied does not list advisory activities, fee arrangements, or client segments for Opportune Partners LLC. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not characterized as a pension consultant or a related adviser to another SEC-registered entity.

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 8
  • Daniel Rojo

    Daniel Rojo

    Managing DirectorCRD 5247537

  • Morgan Rosenberg

    Morgan Rosenberg

    Vice PresidentCRD 6930459

  • Daniel Kohl

    Daniel Kohl

    Managing DirectorCRD 6584639

Unlock 5 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth