OPUS INVESTMENT MANAGEMENT, INC.
CRD #107569 SEC #801-44189 WORCESTER, MA 508-855-6689
SEC Registered
Total AUM
$11.4B
Discretionary
$11.4B
Employees
25
Clients
--
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $11.4B | $11.4B | $0 | 25 | 0 |
| Mar 2023 | $10.8B | $10.8B | $0 | 24 | 0 |
| Mar 2022 | $12.3B | $12.3B | $0 | 22 | 0 |
| Mar 2021 | $12.6B | $12.6B | $0 | 24 | 0 |
| Mar 2020 | $11.7B | $11.7B | $0 | 24 | 0 |
| Mar 2019 | $11.1B | $11.1B | $0 | 22 | 0 |
| Oct 2018 | $10.5B | $10.5B | $0 | 24 | 0 |
| Sep 2018 | $10.5B | $10.5B | $0 | 24 | 0 |
| Aug 2018 | $10.5B | $10.5B | $0 | 24 | 0 |
| Apr 2018 | $10.5B | $10.5B | $0 | 24 | 0 |
| Mar 2018 | $10.5B | $10.5B | $0 | 24 | 0 |
| Oct 2017 | $9.7B | $9.7B | $0 | 26 | 0 |
| Mar 2017 | $9.7B | $9.7B | $0 | 26 | 26 |
| Mar 2016 | $9.2B | $9.2B | $0 | 25 | 26 |
| Oct 2015 | $9B | $9B | $0 | 26 | 26 |
| Mar 2015 | $9B | $9B | $0 | 26 | 26 |
| Mar 2014 | $8.2B | $8.2B | $0 | 25 | 26 |
| Mar 2013 | $8B | $8B | $0 | 25 | 26 |
| Mar 2012 | $7.3B | $7.3B | $0 | 11 | 26 |
| Feb 2011 | $6.5B | $6.5B | $0 | -- | -- |
| Jul 2010 | $6.5B | $6.5B | $0 | -- | -- |
| Mar 2010 | $6.5B | $6.5B | $0 | -- | -- |
| Mar 2008 | $7.4B | $7.4B | $0 | -- | -- |
| Nov 2007 | $7.3B | $7.3B | $0 | -- | -- |
| Sep 2007 | $7.3B | $7.3B | $0 | -- | -- |
| May 2007 | $7.3B | $7.3B | $0 | -- | -- |
| Mar 2007 | $7.3B | $7.3B | $0 | -- | -- |
| Dec 2006 | $8.7B | $8.7B | $0 | -- | -- |
| Mar 2006 | $8.7B | $8.7B | $0 | -- | -- |
| Dec 2004 | $11B | $11B | $0 | -- | -- |
| Mar 2002 | $18.8B | $18.8B | $0 | -- | -- |
| Jul 2001 | $13.7B | $13.7B | $0 | -- | -- |
DateMar 2024
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees24
Clients0
DateMar 2022
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$12.6B
Discretionary$12.6B
Non-Disc.$0
Employees24
Clients0
DateMar 2020
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees24
Clients0
DateMar 2019
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees22
Clients0
DateOct 2018
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees24
Clients0
DateSep 2018
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees24
Clients0
DateAug 2018
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees24
Clients0
DateApr 2018
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees24
Clients0
DateMar 2018
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees24
Clients0
DateOct 2017
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees26
Clients0
DateMar 2017
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees26
Clients26
DateMar 2016
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees25
Clients26
DateOct 2015
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees26
Clients26
DateMar 2015
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees26
Clients26
DateMar 2014
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees25
Clients26
DateMar 2013
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees25
Clients26
DateMar 2012
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees11
Clients26
DateFeb 2011
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees--
Clients--
DateDec 2004
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$13.7B
Discretionary$13.7B
Non-Disc.$0
Employees--
Clients--