Opus Capital is an investment advisor in Cincinnati with $882.71 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Opus Capital Management, Inc., Opus Capital Management, Inc.
SEC CIK
IRS number
204857214
SEC advisor number
801-51533
FINRA CRD number
106528
AUM ?
$882.71 mm
(as of 29 Mar 22)
Accounts
351
(as of 29 Mar 22)
Employees
8
(3 investment advisory or research)
Address
Opus Capital
221 EAST FOURTH STREET
SUITE 2850
CINCINNATI
OH 45202
221 EAST FOURTH STREET
SUITE 2850
CINCINNATI
OH 45202
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
513-621-6787
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Whelan, Kevin, Patrick | Principal and Portfolio Manager | 01/1999 | < 5% |
Condren, Joseph, Patrick | Principal, Chief Operating Officer and Chief Compliance Officer | 02/2005 | < 5% |
Haussler, Jakki, Lynn | Shareholder | 01/1996 | |
Whelan, Kevin, Patrick | Shareholder | 01/1999 | 25-50% |
Bishop, Nathan, Andrew | Principal and Portfolio Manager | 01/2016 | < 5% |
Bailey, Nathan, Michael | Principal and Portfolio Manager | 01/2016 | < 5% |
Condren, Joseph, Patrick | Shareholder | 01/2016 | |
Bishop, Nathan, Andrew | Shareholder | 01/2016 | |
Bailey, Nathan, Michael | Shareholder | 01/2016 | |
Opus Capital Management, Inc. | Member | 05/2006 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22