OPUS INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$332M
Discretionary
$332M
100% of AUM
Avg account
$15.8M
Accounts
21
Employees
8
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
163262
Registered since
July 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Opus Investment Management LLC is an SEC-registered LLC that began registration in 2021 and positions itself as a multi-strategy fund manager with activity across hedge fund and private equity formats. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. It operates in sponsor and manager roles — acting as a general partner, managing member and, where applicable, as a CPO/CTA or sponsor of pooled products. Fee arrangements include both percentage-of-assets and performance-based components. Opus does not identify as an active ESG investor and is not designated as a multi-state adviser.

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

Owners & executives

2 of 2
  • ALAN SCHECHTER

    Chief Financial OfficerCRD 7400910

  • JOSHUA SPIERER

    Chief Accounting OfficerCRD 4081281

Contacts

3 of 4
  • NEIL SIMON

    CCO & General CounselCRD 6631725

  • YEHOSHUA FRUCHTHANDLER

    Management Committee MemberCRD 6776313

  • ABRAHAM FRUCHTHANDLER

    Founder & Managing MemberCRD 6318467

Unlock 1 more contacts

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
1 State St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth