Opus Capital Group LLC
Institutional venture firm, based in Burlingame, California, reporting $216M of fund assets on its funds' Form ADV filings.
Composed from this organization's classification, location and filed figures.
20 additional team members, 12 additional co-investors and affiliates, 27 additional investments, funds and LPs, 38 events, 6 verified contacts (5 professional url, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- MemberWhy: Named with investment responsibilityNo route on file yet
- ManagerWhy: Named with investment responsibilityNo route on file yet
Relationship network
59 connected entities1 observed round
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Opus Capital Group LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Opus Capital Group LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
20 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| AdaptecExited | portfolio listing | unknown | unknown | unknown | unknown | Sep 30, 2026 | Fact Firm website |
| AdMobiusExited | portfolio listing | unknown | unknown | unknown | unknown | Sep 30, 2026 | Fact Firm website |
| AirGate PCSExited | portfolio listing | unknown | unknown | unknown | unknown | Sep 30, 2026 | Fact Firm website |
Stated thesis versus observed behaviour
- Sectors
- not stated or not yet read
- Stages
- early
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
16 current, 5 departed
Decision makers
Who else at this firm · 1 person, grouped by function
- Sanford R. Robertson · Partner, Francisco Partners. Founder and Chairman of the Board of Directors of Robertson, Stephens & CompanyWhy this person: Founder of the firm; Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Partner, Francisco Partners. Founder and Chairman of the Board of Directors of Robertson, Stephens & Company
- Member · 1 deal attributed
- Manager
10 departed (kept with end dates)
- Judith Gold · Trustee · Aug 1, 2005 to Mar 31, 2020 Inference
- Julie Anne Showalter · Trustee · Jan 1, 2011 to Mar 28, 2017 Inference
- Wilma Elizabeth Jordan · Trustee · Aug 1, 2005 to Mar 31, 2020 Inference
Contacts
1 firm phone, 5 professional url on record, each with its source. Values open with the complete profile.
Funds and LPs
2 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Opus Capital Venture Partners V, L.P. | Fund | unknown | Unknown | $168M Mar 31, 2026 | 58 | unknown | unknown |
| Opus Capital Venture Partners VI, L.P. | Fund | unknown | Unknown | $47.6M Mar 31, 2026 | 30 | $0 of $175M | May 7, 2010 |
| Fund 3 | Fund | unknown | Wound down | $6.5M Mar 25, 2015 | 60 | unknown | unknown |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | PUBLIC INSTITUTIONAL POOL | Opus Capital Venture Partners V, L.P. | $50.0M committed | reported as of Mar 31, 2026 | Fact Pension disclosure |
| Oregon Public Employees Retirement Fund | PUBLIC INSTITUTIONAL POOL | Opus Capital Venture Partners VI, L.P. | $33.5M committed | reported as of Mar 31, 2026 | Fact Pension disclosure |
Relationships across DFX
10 co-investors · on 2 other DFX graphs
Co-investors
- 2026-10-011 shared deal · one time
- 2026-10-011 shared deal · one time
- 2026-10-011 shared deal · one time
Across DFX and the capital chainon 2 other DFX graphs · 1 capital path ShowHide
- The same institution is held on Allocators, RIA and Wealth, matched by identifier. See which records
Opus Capital Group LLC is the same institution as 2 records in Allocators and RIA and Wealth.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Opus Capital Group LLC sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Evidence and history
43 dated events, 75 observations from 3 sources
Timeline
- May 1, 2024Laura Cogan joined Schedule A of Opus Capital Group LLC as Manager
- Mar 27, 2023Joseph Robert Cutts (Chief Financial Officer & Administrative Partner) no longer on Schedule A of Opus Capital Group LLC
- Mar 27, 2023ANN Dearborn Goldsmith (General Partner; Trustee) no longer on Schedule A of Opus Capital Group LLC
- Mar 31, 2020Wilma Elizabeth Jordan (Trustee) no longer on Schedule A of Opus Capital Group LLC
- Mar 31, 2020Philip Greer (Retired Partner; Member) no longer on Schedule A of Opus Capital Group LLC
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 2 private fundsShowHide
- Headquarters
- Burlingame, CAadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- OPUSCAPITAL.COM
- SEC adviser type
- Exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- Venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Mar 31, 2026
- Private funds reported
- 2 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $216Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- The Cogan 1999 Family Trust Dated December 31, 1999 (Member), owns 75% or more; Cogan Investment Partners, L.P. (Limited Partner [Opus Capital Venture Partners (Gp) Vi, L.P.]), owns 25% to 50%; The Zarbu Revocable Trust Dtd 2/27/02 (Member), owns 50% to 75%
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 23, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $216M across 2 vehicles
- Sep 15, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $232M across 2 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 70%)Venture manager with no reported fund assets yet (scale unknown)
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC exemption, VC funds reported | Mar 31, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Nov 18, 2024 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Nov 18, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-03-26 | Mar 31, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-03-26 | Nov 18, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-11-18 | Nov 18, 2024 | Fact | Form ADV |
| SEC status | ERA - Active | Mar 31, 2026 | Fact | Form ADV |
| SEC status effective | 2012-03-26 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Nov 18, 2024 | Fact | Form ADV |
| Business phone | Mar 31, 2026 | Fact | Form ADV | |
| Business phone | Nov 18, 2024 | Fact | Form ADV | |
| Contact page url | Sep 30, 2026 | Fact | Firm website | |
| Contact page url | Sep 16, 2026 | Fact | Firm website | |
| Headquarters | Burlingame, CA | Mar 31, 2026 | Fact | Form ADV |
| Headquarters | Burlingame, CA | Nov 18, 2024 | Fact | Form ADV |
| Office address | Mar 31, 2026 | Fact | Form ADV | |
| Office address | Nov 18, 2024 | Fact | Form ADV | |
| Legal form | Limited Liability Company | Mar 31, 2026 | Fact | Form ADV |
| Legal form | Limited Liability Company | Nov 18, 2024 | Fact | Form ADV |
| Portfolio page | Sep 30, 2026 | Fact | Firm website | |
| Portfolio page | Sep 16, 2026 | Fact | Firm website | |
| Portfolio page | Sep 12, 2026 | Fact | Firm website | |
| Private funds reported | 2 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 2 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 2 | Nov 18, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $216M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $216M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $232M | Nov 18, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Mar 31, 2026 | Fact | Form ADV |
| Stated stages | early “stage words on the home page” | Sep 30, 2026 | Fact | Firm website |
| Stated stages | early “stage words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated stages | early “stage words on the home page” | Sep 12, 2026 | Fact | Firm website |
| Team page | Sep 30, 2026 | Fact | Firm website | |
| Team page | Sep 16, 2026 | Fact | Firm website | |
| Team page | Sep 12, 2026 | Fact | Firm website | |
| Venture funds reported | 2 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Nov 18, 2024 | Fact | Form ADV |
| Website | Mar 31, 2026 | Fact | Form ADV | |
| Website | Nov 18, 2024 | Fact | Form ADV | |
| Website resolved domain | opuscapitalventures.com | Sep 30, 2026 | Fact | Firm website |
| Website resolved domain | opuscapitalventures.com | Sep 16, 2026 | Fact | Firm website |
| Website resolved domain | opuscapitalventures.com | Sep 14, 2026 | Fact | Firm website |
| Site title | Sep 30, 2026 | Fact | Firm website | |
| Site title | Sep 16, 2026 | Fact | Firm website | |
| Site title | Sep 12, 2026 | Fact | Firm website |
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, confirmedShowHide
Venture manager, reported GAV $216M across 2 vehicles
- importance
- gav: 0.4 · funds: 1 · people: 0.84 · investments: 0.49 · co investors: 0.4
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 13 · reported gav: $216M · first adv filing: 2012-03-26 · years since first filing: 14.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Adviser's first ADV filing2012-03-26source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: latest vintage.