Optos Real Estate Credit, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
343298
Registered since
July 20, 2026
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

Optos Real Estate Credit, LLC is a newly formed limited liability company that registered with the SEC in 2026 as an institutional registered investment adviser. The firm identifies its client base as institutional and charges fees on a fixed-fee basis rather than percentage-based or performance fees. It is not registered as a multi-state adviser, does not position itself as an active ESG investor, and is not described as a capital allocator or pension consultant. The firm lists an industry affiliation as a sponsor of limited partnerships (excluding pooled investment vehicles), indicating a role in structuring or managing private partnership arrangements rather than operating pooled mutual- or commingled-style funds.

Assets & Accounts

Investments & Alternatives

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 3
  • Brendan Sparrough

    Brendan Sparrough

    Senior Managing DirectorCRD 6307415

  • William Oconnor

    CRD 2788705

  • Sonia Gioseffi

    CRD 8298837

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
535 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth