OPEROSE ADVISORS LLC
CRD #287465 SEC #801-118313 MILWAUKEE, WI 414-209-3280
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.5B
Employees
15
Clients
51
Accounts
1,418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.9B | $1.5B | $470.1M | 15 | 14 |
| Oct 2025 | $1.9B | $1.5B | $470.1M | 15 | 14 |
| Mar 2025 | $1.6B | $1.2B | $412.7M | 15 | 14 |
| Dec 2024 | $1.3B | $973.8M | $277.9M | 11 | 10 |
| Dec 2024 | $1.3B | $973.8M | $277.9M | 11 | 10 |
| Feb 2024 | $1.3B | $973.8M | $277.9M | 11 | 10 |
| Oct 2023 | $805.7M | $574.6M | $231.2M | 11 | 9 |
| Oct 2023 | $805.7M | $574.6M | $231.2M | 11 | 9 |
| Jun 2023 | $805.7M | $574.6M | $231.2M | 11 | 9 |
| Mar 2023 | $805.7M | $574.6M | $231.2M | 11 | 9 |
| Oct 2022 | $530.4M | $381.8M | $148.6M | 11 | 10 |
| Mar 2022 | $530.4M | $381.8M | $148.6M | 11 | 10 |
| Jun 2021 | $339M | $316.8M | $22.2M | 10 | 13 |
| Mar 2021 | $339M | $316.8M | $22.2M | 10 | 13 |
| Jun 2020 | $201.9M | $198M | $3.9M | 8 | 8 |
| Feb 2020 | $201.9M | $198M | $3.9M | 8 | 8 |
DateOct 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$470.1M
Employees15
Clients14
DateOct 2025
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$470.1M
Employees15
Clients14
DateMar 2025
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$412.7M
Employees15
Clients14
DateDec 2024
Total AUM$1.3B
Discretionary$973.8M
Non-Disc.$277.9M
Employees11
Clients10
DateDec 2024
Total AUM$1.3B
Discretionary$973.8M
Non-Disc.$277.9M
Employees11
Clients10
DateFeb 2024
Total AUM$1.3B
Discretionary$973.8M
Non-Disc.$277.9M
Employees11
Clients10
DateOct 2023
Total AUM$805.7M
Discretionary$574.6M
Non-Disc.$231.2M
Employees11
Clients9
DateOct 2023
Total AUM$805.7M
Discretionary$574.6M
Non-Disc.$231.2M
Employees11
Clients9
DateJun 2023
Total AUM$805.7M
Discretionary$574.6M
Non-Disc.$231.2M
Employees11
Clients9
DateMar 2023
Total AUM$805.7M
Discretionary$574.6M
Non-Disc.$231.2M
Employees11
Clients9
DateOct 2022
Total AUM$530.4M
Discretionary$381.8M
Non-Disc.$148.6M
Employees11
Clients10
DateMar 2022
Total AUM$530.4M
Discretionary$381.8M
Non-Disc.$148.6M
Employees11
Clients10
DateJun 2021
Total AUM$339M
Discretionary$316.8M
Non-Disc.$22.2M
Employees10
Clients13
DateMar 2021
Total AUM$339M
Discretionary$316.8M
Non-Disc.$22.2M
Employees10
Clients13
DateJun 2020
Total AUM$201.9M
Discretionary$198M
Non-Disc.$3.9M
Employees8
Clients8
DateFeb 2020
Total AUM$201.9M
Discretionary$198M
Non-Disc.$3.9M
Employees8
Clients8