Opes Capital Group, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 166106
- Fee structure
- Percentage of AUM
- Client types
- HNWI90%
- Individuals10%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Opes Capital Group, LLC is a small, privately held investment adviser organized as a limited liability company that serves individual and family clients and small businesses. The firm provides portfolio management and charges clients a fee based on assets under management. According to available records it is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and is run under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
2 of 2Mehrdad Farhat
PrincipalCRD 3015275
Joshua Farahi
PrincipalCRD 4170598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1530 E 25th St
- Time zone
- PT (UTC-8)
- Office locations
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