Optas is an investment advisor in Austin with $548.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824232409
SEC advisor number
801-115209
FINRA CRD number
299965
AUM ?
$548.23 mm
(as of 20 Apr 23)
Accounts
569
(as of 20 Apr 23)
Employees
9
(5 investment advisory or research)
Address
Optas
235 MONTGOMERY ST.
SUITE 1201
SAN FRANCISCO
CA 94104
235 MONTGOMERY ST.
SUITE 1201
SAN FRANCISCO
CA 94104
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Phone
415 466 3989
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Glasser, Frederick, Morgan | Managing Member & Chief Executive Officer | 05/2019 | 50-75% |
Railey, Meghan | Managing Member & Chief Financial Officer | 05/2019 | 50-75% |
Berger, Michael | Chief Compliance Officer | 05/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 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
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21