Ophir Asset Management US LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$634M
Accounts
2
Employees
5
Advisory reps
1

Firm details

Headquarters
Denver, Colorado
CRD number
312619
Registered since
March 25, 2021
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ophir Asset Management US LLC is an institutional registered investment adviser operating as a limited liability company and registered with the SEC since 2021. The firm serves an institutional client base and reports a fee structure classified as "Other." It is not positioned as a capital allocator and does not identify as an active ESG investor or a multistate adviser. Regulatory and operational activity signals a focus on pooled vehicles and commodity/managed futures activity: Ophir lists business activities as a CPO or CTA and provides portfolio management for pooled investment vehicles. The firm also affiliates itself with roles typically associated with fund sponsors and general partners, indicating it operates or manages pooled investment products in-house rather than acting primarily as an intermediary. Owner information indicates mixed ownership (foreign entity and individual). Ophir is not identified as a pension consultant, is not newly formed for purposes of the data set, and does not report a related adviser relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Sandra Donnarumma

    Sandra Donnarumma

    Chief Operating OfficerCRD 7783179

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
162 Office Building 675 15 St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth