Opto Investment Management, LLC
Opto Investment Management, LLC is an SEC-registered asset manager in New York, NY with $565.4M assets under management (AUM, regulatory AUM), +142% over one year. See who owns Opto Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316847, SEC 801-123757, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $565.4M (2026-03-30)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 14
- Clients
- 31
- CRD
- 316847
- Ownership
- MALONE, MATTHEW, David; JAFARNIA, KAMAL, (NMN); AHAMED, SALEEMAH, HASSANALI; RIEGER, ALEXIS, IMBER; LONSDALE INVESTMENT TECHNOLOGY, INC.
How much AUM does Opto Investment Management, LLC have?
Opto Investment Management, LLC reported $565.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Opto Investment Management, LLC?
Disclosed owners and executives of Opto Investment Management, LLC include MALONE, MATTHEW, David, JAFARNIA, KAMAL, (NMN), AHAMED, SALEEMAH, HASSANALI, RIEGER, ALEXIS, IMBER, LONSDALE INVESTMENT TECHNOLOGY, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.