OPTO INVESTMENT MANAGEMENT, LLC
CRD #316847 SEC #801-123757 NEW YORK, NY 212-658-0382
SEC Registered Private Funds
Total AUM
$371M
Discretionary
$252.9M
Employees
15
Clients
--
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $371M | $252.9M | $118M | 15 | 0 |
| Jul 2025 | $233.6M | $178.7M | $54.9M | 15 | 0 |
| Mar 2025 | $233.6M | $178.7M | $54.9M | 15 | 0 |
| Mar 2025 | $215.9M | $190.3M | $25.6M | 12 | 0 |
| Dec 2024 | $215.9M | $190.3M | $25.6M | 12 | 0 |
| Oct 2024 | $215.9M | $190.3M | $25.6M | 12 | 0 |
| Oct 2024 | $215.9M | $190.3M | $25.6M | 12 | 0 |
| Jun 2024 | $179.1M | $149.9M | $29.1M | 12 | 0 |
| Mar 2024 | $101.8M | $76.4M | $25.4M | 12 | 0 |
| Mar 2024 | $101.8M | $76.4M | $25.4M | 12 | 0 |
| Mar 2023 | $76.3M | $76.3M | $0 | 11 | 7 |
| Aug 2022 | $77M | $77M | $0 | 6 | 7 |
| Jun 2022 | $0 | $0 | $0 | 6 | 0 |
| Mar 2022 | $0 | $0 | $0 | 6 | 0 |
DateSep 2025
Total AUM$371M
Discretionary$252.9M
Non-Disc.$118M
Employees15
Clients0
DateJul 2025
Total AUM$233.6M
Discretionary$178.7M
Non-Disc.$54.9M
Employees15
Clients0
DateMar 2025
Total AUM$233.6M
Discretionary$178.7M
Non-Disc.$54.9M
Employees15
Clients0
DateMar 2025
Total AUM$215.9M
Discretionary$190.3M
Non-Disc.$25.6M
Employees12
Clients0
DateDec 2024
Total AUM$215.9M
Discretionary$190.3M
Non-Disc.$25.6M
Employees12
Clients0
DateOct 2024
Total AUM$215.9M
Discretionary$190.3M
Non-Disc.$25.6M
Employees12
Clients0
DateOct 2024
Total AUM$215.9M
Discretionary$190.3M
Non-Disc.$25.6M
Employees12
Clients0
DateJun 2024
Total AUM$179.1M
Discretionary$149.9M
Non-Disc.$29.1M
Employees12
Clients0
DateMar 2024
Total AUM$101.8M
Discretionary$76.4M
Non-Disc.$25.4M
Employees12
Clients0
DateMar 2024
Total AUM$101.8M
Discretionary$76.4M
Non-Disc.$25.4M
Employees12
Clients0
DateMar 2023
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees11
Clients7
DateAug 2022
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees6
Clients7
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0