Opus Investment Management Llc
- Regulatory AUM
- $332M
- Discretionary
- $332M
- Clients
- 4
- Avg AUM / client
- $83.0M
- Accounts
- 21
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $332M | 100.0% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $266M combined gross assets
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fruchthandler, Isaac, Philip | Chief Operating Officer Of Fund Of Funds Division | Mar 2003 (23y) | Less than 5% | |
| Fruchthandler, Abraham, Herbert | Chairman Of Management Committee | Dec 2007 (19y) | 75% or more of Fbe Mgr Llc (indirect) | |
| Fruchthandler, Yehoshua, Leib | Member Of Management Committee | Jun 2021 (5y) | Less than 5% | |
| Schechter, Alan, Howard | Member Of Management Committee, Chief Financial Officer And Chief Executive Officer Of Private Equity Division | Jun 2021 (5y) | Less than 5% | |
| Simon, Neil, Avery | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Spierer, Joshua, Raphael | Chief Accounting And Reporting Officer | Jun 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fbe Limited Llc | Member | Jan 2018 | A | 75% or more |
| Fruchthandler Descendants Partnership | Member | Dec 1999 | B | ≈ 37.5% – 75% via Fbe Limited Llc |
| Fbe Mgr Llc | Manager | Jan 2014 | B | GP / trustee / elected manager of Fbe Limited Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fruchthandler Descendants Partnership: 50% – 75% of Fbe Limited Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $266M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗