OPPVEST, LLC

Overview

Oppvest, LLC operates as a hedge fund–style advisor focused on managing pooled investment vehicles for institutional clients. The firm takes a concentrated approach: it runs a small number of funds and structures its portfolios to include both liquid and less liquid strategies. Investment activity centers on third‑party manager allocations and bespoke fund management rather than broad retail wealth management. The adviser uses a fee mix that combines a percentage of assets under management with performance‑based fees, which aligns its economics with delivering absolute or relative returns for its limited partner base. Oppvest is not positioned as an ESG‑focused manager and does not present itself as a multi‑state adviser; its mandate and structure point toward active, manager‑driven allocation across hedge fund strategies and other alternative sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices