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OPTO INVESTMENT MANAGEMENT, LLC

CRD 316847 · SEC 801-123757

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

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31 W 27TH STREET, SUITE 605, NEW YORK, NY, 10001, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$565.4M

Discretionary AUM

$384.3M

Team

14 total employees; 6 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles31$565.4M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD