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Building 2OPTO INVESTMENT MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-658-0382
NotebookSEC #801-123757
Total AUM
$565.4M
Employees
14
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 W 27TH STREET
SUITE 605
NEW YORK
NY 10001
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
212-658-0382

ReceiptFinancials

Total AUM
$565.4M
Accounts
31
Discretionary
$384.3M
Accounts
24
Non-Discretionary
$181.1M
Accounts
7

ContactClients

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Pooled Vehicle Clients
31
AUM
$565.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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