OPUS CAPITAL GROUP LLC
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 160159
- Registered since
- March 26, 2012
- Website
- www.opuscapitalventures.com
Firm profile
FINTRXOverview
Opus Capital Group LLC is an SEC-registered limited liability company that has been registered with the SEC since 2012. The firm functions primarily as an adviser and sponsor/GP, acting as the managing member of pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory snapshot classifies it as unclassified and indicates it does not position itself as a capital allocator, is not a multi-state adviser, and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 9DAN AVIDA
General PartnerCRD 6032530
DAPHNE KOLLER
TrusteeCRD 6037789
ROBERT BORCHERS
TrusteeCRD 6032608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGAME, CA
SAN MATEO
Location
BURLINGAME, CA
Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1325 Howard Ave
- Time zone
- PT (UTC-8)
- Office locations
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