RIA Intel›Advisers›New York›OPUS INVESTMENT MANAGEMENT LLC

OPUS INVESTMENT MANAGEMENT LLC

Advisory

N·NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$332M
1-Year AUM Growth
+15.0%
3-Year CAGR
+18.3%
Employees
6
Assets Under Management
Total AUM$332M
Discretionary AUM$332M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJun 30, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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