Opto Investment Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 316847
- Registered since
- August 17, 2022
- Website
- www.optoinvest.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Opto Investment Management, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2022. The firm targets institutional clients and operates as a multifaceted fund manager, running and advising pooled investment vehicles across private equity, venture capital, real estate and securitized assets. Opto acts in sponsor/GP and managing member roles for pooled vehicles, provides portfolio management for those vehicles, and selects third‑party advisers when appropriate. Its fee arrangements include asset‑based fees, fixed fees and performance‑based fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
1 of 1
Ahamed Saleemah
Chief Compliance OfficerCRD 5819935
Contacts
3 of 3
Matthew Malone
PresidentCRD 7329805
Brooks Casel
Business Development AssociateCRD 7481473
Alexis Rieger
Head of LegalCRD 4569198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 31 W 27th St
- Time zone
- ET (UTC-5)
- Office locations
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