O
CRD: 166106
Opes Capital Group, LLC
LOS Angeles, CA, 90011
3109634944
$5.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2009
- Office Locations
- 2
Office Locations
1530 East 25th Street LOS Angeles CA
9454 Wilshire Blvd Suite 803 Beverly Hills CA
About Opes Capital Group, LLC
Opes Capital Group, LLC is a LOS Angeles-based RIA with 2 offices. The firm has been operating for 16 years. Managing $5.0M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$714.3K AVG AUM / CLIENT
14.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Owner & Executives
J
JOSHUA ALLEN FARAHI
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4170598
- Ownership
- 50% but less than 75%
(443) 896-7638
value.meridian@ridgecapital.com
in linkedin.com/in/radial-capital
M
MEHRDAD MICHAEL FARHAT
MANAGING DIRECTOR, Owner
- CRD
- #3015275
- Ownership
- 50% but less than 75%
(977) 569-9704
vital.vector@optimacapital.com
in linkedin.com/in/harbor-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,000,000
Equity - Exchange:
46.2% Cash:
53.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,438,703,069 | 46.2% |
| Cash | $4,004,377,166 | 53.8% |
| Total | $7,443,080,235 | 100.0% |