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Opulent Strategies
Opulent Strategies launched in 2012 under Mark Levinson, a former proprietary trader who structured the firm as an external asset management and advisory...
Opulent Strategies
Opulent Strategies launched in 2012 under Mark Levinson, a former proprietary trader who structured the firm as an external asset management and advisory platform for single-family offices seeking institutional-grade execution without building in-house investment teams. The firm is headquartered in New York. Levinson's team constructs concentrated, multi-asset portfolios spanning private credit, real estate, secondaries, and select hedge fund allocations. The firm favors direct co-investment and bespoke credit structures over fund-of-funds aggregation, frequently partnering with operating companies and specialty finance platforms to originate deal flow. Geographic exposure is weighted toward North America and Western Europe, with opportunistic forays into Latin American real assets. Confirmed engagements include structured credit facilities with middle-market lenders and direct equity stakes in US multifamily developments. The firm operates with a deliberately lean team, relying on an external network of legal, tax, and operational partners to scale diligence capacity. Its client base consists of single-family offices with investable assets typically above $100 million, each onboarded via long-term discretionary mandates rather than product-by-product brokerage. Opulent Strategies does not publicly disclose AUM or deployment totals, though its mandate structure and reported deal sizing place estimated assets under advisement in the $1 billion to $5 billion range (Altss estimate). Opulent Strategies functions as an outsourced family office rather than a pooled fund manager — each client mandate is separately managed and customized to intergenerational tax and liquidity constraints. This structure allows families to retain control over entity-level decisions while delegating sourcing, underwriting, and monitoring to a centralized team that benchmarks against institutional peers, not retail wealth management composites.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
$1B - $5B (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Mark Levinson
Chief Investment Officer
Sector focus
Frequently asked questions
How does Opulent Strategies source proprietary deal flow?
The firm relies on a network cultivated by Mark Levinson during his proprietary trading career, combined with relationships among specialty finance platforms, operating companies, and regional developers. Opulent Strategies does not participate in broad auction processes, instead structuring bilateral or club-style transactions where capital scarcity or structuring complexity reduces competitive bidding.
Is Opulent Strategies a pooled fund or a separately managed account platform?
It operates primarily as a separately managed account platform. Each family office client maintains its own legal entities and customized investment guidelines, with Opulent Strategies acting as the discretionary advisor. This avoids the commingling and redemption constraints typical of pooled hedge fund or private equity vehicles.
What is Opulent Strategies' known posture on co-investments alongside external GPs?
The firm actively seeks co-investment and direct deal participation, often contributing operating expertise or structuring support rather than passive capital. Opulent Strategies is known to co-invest alongside operating partners and niche credit managers where it can negotiate fee advantages and improved governance rights on behalf of client families.
Which sectors or asset classes does Opulent Strategies explicitly avoid?
The firm typically avoids liquid large-cap public equities, commodity futures, and passive index replication, viewing these as accessible through lower-cost channels. It also passes on venture capital opportunities lacking near-term cash flow visibility, preferring asset-backed or contracted income streams across real estate, credit, and secondaries.
How does Opulent Strategies handle intergenerational wealth transfer and tax structuring?
Each client mandate is designed in coordination with the family's existing tax and estate counsel, with Opulent Strategies layering investment execution atop pre-established trust, foundation, and holding company architectures. The firm does not provide tax or legal advice internally but maintains a vetted network of external specialists for complex cross-border families.
What differentiates Opulent Strategies from a traditional multi-family office?
Unlike multi-family offices that layer lifestyle, tax, and concierge services alongside investment management, Opulent Strategies runs as a pure investment office. It competes for chief investment officer mandates rather than offering a bundled wealth management experience, appealing to families that already maintain dedicated family office staff for non-investment functions.
Who runs investment decisions at Opulent Strategies?
Mark Levinson serves as Chief Investment Officer and makes all final allocation and underwriting calls. The firm maintains a flat decision-making structure, with Levinson directly negotiating terms on the largest credit and real assets transactions. External due diligence consultants are engaged per deal and per asset class, but the investment committee is effectively Levinson himself, per public record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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