Opco Distressed Advisors, LLC (Manhattan Beach)

Opco Distressed Advisors, LLC is a mid-sized advisory firm based in Manhattan Beach. It manages $35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.

Opco Distressed Advisors provides pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Opco Distressed Advisors: assets under management

The assets under management (AUM) of Opco Distressed Advisors, LLC is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 283% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Opco Distressed Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Opco Distressed Advisors, LLC

Albert Grinsfelder Lowenthal has been acting as President since 1 Apr 2007. Llc Fulcrum Strategy Partners joined the executive team most recently as the Parent Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Albert Grinsfelder Lowenthal	Chairman	1 Apr 2007	Other	313519
Dennis Patrick Mcnamara	Svp/secretary	1 Apr 2007	Other	2938486
Sherrie L Beehler	Vp	1 Apr 2007	Other	4291313
Jeffrey Alfano	Cfo	1 Apr 2007	Other	5127693
Deborah Kaback	Svp/asst secretary	1 Apr 2007	Other	1854501
Stephen Charles Beach	Chief compliance officer	1 Apr 2007	Other	867896
Edward Cary Holcomb	Svp	1 Apr 2007	Other	1658199
Oppenheimer & Co. Inc.	Parent co.	1 Apr 2007	75% - 100%	249
Thomas Robert Robinson	President	1 May 2007	Other	2573055
Oppenheimer Asset Management Inc.	Parent co.	1 Sep 2007	75% - 100%	105559
Bryan Edward Mckigney	President	1 Nov 2008	Other	4293175
Llc Fulcrum Strategy Partners	Parent company	1 Jan 2012	75% - 100%	26-1814920
Nicholas William Tell	Chief executive officer	1 Jan 2012	Other	2349938
Eben Paul Perison	Chief legal officer	1 Jan 2012	Other	2926828
Joshua Scott Zuckerwise	Cfo, coo, cco	1 Jan 2012	Other	5561192

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Viner Finance Inc.	Parent co.	1 Oct 1983	75% - 100%	98-0100459
E.A. Viner International Co.	Holding co.	1 Oct 1983	75% - 100%	76-0148280
Oppenheimer Holdings Inc.	Common stock	1 Oct 1983	75% - 100%	98-0080034

Based in Manhattan Beach

The principal office where Opco Distressed Advisors, LLC performs its advisory services is located at 1230 Rosecrans Ave, Suite 660, Manhattan Beach, CA 90266, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-643-9100 or by fax 310-643-9113. The normal business hours are 9-5 on Monday - Friday.