Opcap Advisors is a large advisory firm based in New York. It manages $11.96 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Opcap Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Opcap Advisors is $11.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Opcap Advisors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Colin John Glinsman joined the executive team most recently as the Chief Executive Officer.
The principal office where Opcap Advisors performs its advisory services is located at 1345 Avenue Of The Americas, New York, NY 10105 4800 The mailing address of the firm is 888 San Clemente Drive, Newport Beach, CA 92660. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number (212) 739-3000 or by fax (212) 739-3948. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.opcap.com.