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Opto Investments
Opto is a private markets investment platform that partners with RIAs, family offices, and private banks. It offers an end-to-end technology solution that...
Opto Investments
Opto is a private markets investment platform that partners with RIAs, family offices, and private banks. It offers an end-to-end technology solution that streamlines building, fundraising for, and managing bespoke private markets funds or programs so wealth managers can scale alternatives offerings without scaling their teams. The firm can invest across infrastructure, private credit, private equity, real estate, and venture capital, in funds and selectively in direct investments.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
New York
Corporate office
31 W 27th Street, Suite 605, New York, NY 10001
Additional offices
531 Howard St, Floor 2, San Francisco, CA 94105
Principals
Jacob Miller
Author of firm outlook
Sector focus
Frequently asked questions
How does Opto Investments source investment opportunities?
Opto does not publish a sourcing methodology, but its investment management team evaluates funds and direct investments for quality and relevance to partner programs. Because the firm does not accept compensation from fund managers, its selection is intended to be driven by merit rather than distribution fees. Partners then combine Opto's curated options with their own best ideas to build customized client programs.
Who runs investment decisions at Opto Investments?
Public-facing material does not name a Chief Investment Officer or head of investment decisions. Jacob Miller has authored market outlooks for the firm, but specific responsibility for investment-committee decisions or voting on manager selections has not been disclosed.
Does Opto participate in fund commitments or only direct deals?
Opto's platform covers both fund commitments and selective direct investments across infrastructure, private credit, private equity, real estate, and venture capital. The choice of vehicle depends on the partner firm's strategy and requirements, with Opto handling the operational and legal infrastructure for whichever format is selected.
What investment stages does Opto typically target?
Opto does not limit itself to a single stage. The platform allows partner firms to build programs that can include early-stage venture capital, growth equity, real estate, infrastructure, and private credit, depending on the partner's client mandate and risk tolerance.
How is Opto related to Mercer Advisors?
In January 2025, Opto Investments established a strategic partnership with Mercer Advisors, one of the largest RIAs in the United States. Opto's technology platform was embedded into Mercer's private-markets workflow to help reinvent how the RIA's clients access and manage alternative investments (per the firm, January 2025). The two firms remain independent entities.
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