OPUS CAPITAL GROUP LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGAME, California
CRD number
160159
Registered since
March 26, 2012

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • DAN AVIDA

    General PartnerCRD 6032530

  • DAPHNE KOLLER

    TrusteeCRD 6037789

  • ROBERT BORCHERS

    TrusteeCRD 6032608

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth