OPES ADVISORS, INC.
SEC file number 801-64768
· CUPERTINO, CA
https://opespartners.co.nz ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$335M
Discretionary AUM
$335M
Employees
500
Clients
300
Firm
- Address
- 19330 STEVENS CREEK BLVD
CUPERTINO, CA 95014 - Phone
- —
- Website
- https://opespartners.co.nz
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Opes Capital LLC\PA High name-match confidence · CIK 2054949 · PA
- Opes Ventures 1 High name-match confidence · CIK 2145117 · CA
- Hopes Multi Zone Prospect Joint Venture Medium name-match confidence · CIK 2086547 · TX
- Isotopes AI, Inc. Medium name-match confidence · CIK 2052631 · CA
- Ropes AI Seed Apr 2025 a Series of CGF2021 LLC Medium name-match confidence · CIK 2080578 · DE
- DTF Advisors Holdings LLC Medium name-match confidence · CIK 2104919 · TX
- PDX Advisors LLC Medium name-match confidence · CIK 1772907 · NY
- 01 Advisors 04, L.P. Medium name-match confidence · CIK 2115466 · CA
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01 Advisors 04, L.P. · D · Sep 16, 2026$395M
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Opes Ventures 1 · D · Jul 20, 2026$300K
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DTF Advisors Holdings LLC · D · Jan 28, 2026
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Hopes Multi Zone Prospect Joint Venture · D · Sep 26, 2025$1.6M
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Ropes AI Seed Apr 2025 a Series of CGF2021 LLC · D · Aug 12, 2025$96.7K
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Opes Capital LLC\PA · D · Feb 4, 2025$30M
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Isotopes AI, Inc. · D · Jan 21, 2025$20M