Ophir Asset Management Us LLC
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Overview
Ophir Asset Management Us LLC is an advisory company located in Denver, Colorado. The firm administers $761.9 million in assets across two client accounts, making it one of the bigger firms in the United States by assets under management (AUM). It has a small team, including 5 financial advisors. Ophir Asset Management Us LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, options and stocks.
Ophir Asset Management Us LLC administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions without needing client consent. The firm's typical account size is $380.9 million. The average financial advisor at Ophir Asset Management Us LLC oversees fewer than one client account, placing it among the most individualized firms in the country.
The company's central office is at 1601 Wewatta Street, Denver, Colorado 80202. Ophir Asset Management Us LLC is allowed to provide services to clients in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ophir Asset Management Us LLC by the Numbers
$761.9 million
5
2
$380.9 million
Fee Structure
Fees for financial management largely are based on which services the firm provides the client. However, fees charged by the firm typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Ophir Asset Management Us LLC caters to pooled investment vehicles. Out of its two accounts, Ophir Asset Management Us LLC's biggest client group is pooled investment vehicles. Around 100% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ophir Asset Management Us LLC does not have any disclosures.
Please visit its Form ADV for more details.
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