Optos Real Estate Credit, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
8
Advisory reps
0

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 operating as an institutional registered investment adviser (SEC registration year: 2026). The firm serves institutional clients under a fixed-fee advisory model and is not designated as a multi-state adviser. It is not identified as an active ESG investor and is marked as not acting as a capital allocator in the FINTRX snapshot. The firm’s reported industry affiliation indicates it acts as a sponsor of limited partnerships (excluding pooled investment vehicles), which suggests its activities center on structuring private investment vehicles for institutional commitments rather than running open-ended pooled 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

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