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OPEROSE ADVISORS LLC

dba OPEROSE ADVISORS LLC · CRD 287465 · Registered Investment Adviser

Manages private funds

OPEROSE ADVISORS LLC is a Registered Investment Adviser headquartered in MILWAUKEE, WI. The firm reports $2,038,167,082 in regulatory assets under management across 1,655 accounts, and manages 2 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,493,162,443
Non-discretionary$545,004,639
Total RAUM$2,038,167,082
Accounts1,655

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 287465. adviserinfo.sec.gov/firm/summary/287465.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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