# OPUS Investment Management

OPUS Investment Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** opusadv.com

## Regulatory record

- **CRD number:** 163262
- **SEC file number:** 801-121988
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/163262

## About

OPUS Investment Management is an SEC-registered investment adviser in NEW YORK, NY, registered since 2021. The firm manages approximately $332 million in regulatory assets. It has 8 employees and 6 investment advisers.

## Questions

### How is the firm owned and governed?

OPUS Investment Management is structured as an independent, employee-owned investment boutique. This ownership model is common among institutional fixed-income managers aiming to retain senior investment talent over full market cycles. The employee-ownership structure is designed to reduce the conflicts associated with parent-company capital allocation pressures found in larger bank-owned or insurance-owned asset managers.

### What differentiates OPUS from larger fixed-income managers?

The primary differentiator is size and alignment. As a small, employee-owned firm, portfolio managers maintain direct client-contact responsibility and can nimbly adjust sector exposures without the liquidity constraints that large block-trading desks face. For plan sponsors, this translates into a high-touch service model where the investment decision-maker is also the relationship manager.

## Related profiles

- [Orange Capital Partners](https://altss.com/profile/orange-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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