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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Daniel Legaye
AttorneyCRD 1055035

Deirdre Patten
PresidentCRD 1357509

Daniel Rojo
Managing DirectorCRD 5247537
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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