DFX Intelligence

Allocator Intelligence

Opus Investment Advisors, LLC

unclassified
unclassified

1 more advisory client and 13 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

4 allocators

+1 more advisory client

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

16 rows, $965,517 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Equity-League Pension Trust Fund202428 51NONE$117,567
Producer-Writers Guild of America Pension Plan202427 50NONE$75,000
American Federation of Musicians and Employers' Pension Fund and Subsidiary202427 50NONE$72,004

+13 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed