OPTO INVESTMENT MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$928,573,008
Discretionary
$733,587,014
Non-discretionary
$194,985,994
Firm details
- CRD number
- 316847
- SEC file number
- 801-123757
- Main office
- NEW YORK, NY, United States
- Employees
- 14
- SEC status
- Approved
- Website
- https://twitter.com/optoinvest
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.