PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Opto Investment Management, LLC

● SEC registered since 2022CRD 316847SEC# 801-123757New York, NY
Export (members)
Ranks #3,104 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$928.6M
Fund GAV
$384M
Private funds
29
Employees
14
Accounts
34
Location
New York, NY

Opto Investment Management, LLC assets under management

Opto Investment Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $928.6 million in regulatory assets under management and employs 14 people. Opto Investment Management, LLC manages 29 private funds with combined gross assets of $384 million, including Opto Artificial Intelligence Early Stage Venture Fund LP. By regulatory assets, it ranks 3,104 of 6,030 private fund managers.

Opto Investment Management, LLC private funds

29 funds · $384M GAV
FundTypeGross assetsMin.
Opto Artificial Intelligence Early Stage Venture Fund LPVenture Capital$72.3M$100K
Km Growth Fund I, LPPrivate Equity$27.5M$100K
2026 Vdc LPVenture Capital$27M$1M
Waypoint Private Access Fund L.P.Private Equity$23.6M$250K
Conway Opportunities Fund 2024, LPPrivate Equity$21.8M$100K
Arcturus Fund I LPPrivate Equity$18.3M$100K
Lit Tacora Capital I LLCPrivate Equity$17.1M$100K
Lit Multi Manager Vc Fund, LLCVenture Capital$17M$100K
Csp Diameter Access Fund, LPOther Private$14.5M$45
Waypoint Private Access Fund II L.P.Private Equity$14.1M$100K
See all 29 funds — unlock the full record.
Join to unlock · $37/mo

Opto Investment Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Alexis Imber RiegerHead Of Legal Of Opto Investments Inc.Under 5%2024
Matthew David Malone ControlPresidentUnder 5%2021
Opto Investments, Inc. ControlOwnerOver 75%2021
Saleemah Hassanali AhamedChief Compliance OfficerUnder 5%2022
8vc Fund III, L.P.Shareholder25-50%2020

Frequently asked questions

How much does Opto Investment Management, LLC manage?

Opto Investment Management, LLC reports $928.6 million in regulatory assets under management on its Form ADV.

How many private funds does Opto Investment Management, LLC manage?

Opto Investment Management, LLC manages 29 private funds with combined gross assets of $384 million.

How many employees does Opto Investment Management, LLC have?

Opto Investment Management, LLC reports 14 employees.

Where is Opto Investment Management, LLC located?

Opto Investment Management, LLC is based in New York, NY and has been SEC-registered since 2022.

Does Opto Investment Management, LLC disclose fund performance?

Opto Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address31 W 27th Street, Suite 605, New York, NY 10001
Phone212-658-0382
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$928.6M▲ 298%
Mar '25 — $233.6MApr '25 — $233.6MMay '25 — $233.6MJun '25 — $233.6MJul '25 — $233.6MAug '25 — $233.6MSep '25 — $371MOct '25 — $371MNov '25 — $371MDec '25 — $371MJan '26 — $371MFeb '26 — $371MMar '26 — $565.4MApr '26 — $565.4MMay '26 — $565.4MJun '26 — $565.4MJul '26 — $928.6M
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,306 advisers
AUM vs fund managersTop 51%
Larger than 49% of 6,030 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 32%
More than 68% of 16,824 advisers

Assets under management

$928.6Mregulatory AUM
Discretionary $733.6MNon-discretionary $195M

Fund type mix

Private Equity21
Venture Capital3
Real Estate3
Other Private1
Securitized Asset1

Service providers