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| Opus Investment Management LLC
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| CRD # | 163262 |
| SEC # | 801-121988 |
| CIK # | |
| AUM | 331.9 M (2026-03-31) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-266-8280 |
| Address | 1 State Street New York, NY 10004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Opus Preferred Fund LLC - Point72 Turion Class | [2025-03-31] | 130.0 M | 14.5 M |
| Filed 2026-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Opus Preferred Fund LLC - Specialized Class | [2025-03-31] | 130.0 M | 6.2 M |
| Filed 2026-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| PE | Opus Private Equity Opportunity Fund LLC - Merchant Wealth Partners Class | [2025-03-31] | 23.3 M | 8.5 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Opus Private Equity Opportunity Fund LLC - Vintage I Class | [2024-03-29] | 23.3 M | 14.5 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Opus Preferred Fund LLC - Balanced Equity Class | [2022-03-31] | 130.0 M | 8.9 M |
| Filed 2026-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Opus Preferred Fund LLC - Concentrated Class | [2022-03-31] | 130.0 M | 57.9 M |
| Filed 2026-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Opus Preferred Fund LLC - Diversified Class | [2022-03-31] | 130.0 M | 26.8 M |
| Filed 2026-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Opus Preferred Fund LLC - Focused Class | [2022-03-31] | 130.0 M | 31.4 M |
| Filed 2026-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Opus Preferred Fund LLC - Opus Credit Opportunities Class | [2022-03-31] | 130.0 M | 0.2 M |
| Filed 2026-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Opus Fund LLC - Balanced Equity Class | 2021-06-30 | 3.9 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 331.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 331.9 |
| By Discretionary | ||
| Discretionary | 21 | 331.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 331.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 95.4 | |
| United States Persons | 236.5 | |
| Total | 21 | 331.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Keyes | Director | 153 | 31 | |
| Oskar Lewnowski | Director | 29 | 5 | |
| Maziar Arjang | Executive Officer | 4 | 2 | |
| Lindsey Rubinstein | Executive Officer | 4 | 2 | |
| Gabe Feder | Executive Officer | 4 | 2 | |
| Yehoshua Fruchthandler | Executive Officer | 4 | 2 | |
| Alan Schechter | Executive Officer | 4 | 2 | |
| Isaac Fruchthandler | Executive Officer | 4 | 2 | |
| Abraham Fruchthandler | Executive Officer | 4 | 2 | |
| Neil Simon | Executive Officer | 4 | 2 | |
| Josh Spierer | Executive Officer | 4 | 2 | |
| Jake Arjang | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
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