The OPEROSE ADVISORS is a privately held investment adviser that advises $1.93Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. OPEROSE ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 469.71% over the last 5-years.
The Group has been registered with the SEC for 6.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 731 NORTH WATER STREET SUITE 790, MILWAUKEE, WISCONSIN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 20 employees comprised of 11 investment and 9 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $1.93Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 46 other accounts. Assets of High Net Worth Individuals clients own $1.51Bn or 77.99% of Total Assets and Charitable Organizations own $276.08mn or 14.3% of Total Assets.
The Group's top investment strategies include Traditional LBO and Real Estate, representing 100% and 0% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
OPEROSE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.