THE OPERAND GROUP II LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DEER PARK, Illinois
CRD number
285587
Registered since
October 14, 2016

Firm profile

FINTRX

Overview

The Operand Group II LLC operates primarily as a private fund manager rather than a traditional advisory practice. Registered with the SEC since 2016 and organized as a limited liability company under individual ownership, the firm’s disclosed activity centers on managing private equity vehicles. It is not listed as an active ESG investor, not a multi-state adviser, and is not characterized as a capital allocator in the available data. The picture presented is of a small, fund-focused sponsor that raises and manages discrete private equity pools rather than providing broad, retail-style wealth management services.

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

2 of 2
  • CARLOS SAEZ

    Co-Founder & Managing DirectorCRD 5656801

  • Michael Miles

    Partner, Co-FounderCRD 6718271

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DEER PARK, IL

LAKE

Location

DEER PARK, IL

Headquartered in DEER PARK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
LAKE
Address
21660 W Field Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth