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Ophir Asset Management US LLC

● SEC registered since 2021CRD 312619SEC# 801-120534Denver, CO
Export (members)
Reg. AUM
$1.27B
Employees
5
Accounts
2
Location
Denver, CO

Ophir Asset Management US LLC assets under management

Ophir Asset Management US LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2021. It reports $1.3 billion in regulatory assets under management and employs 5 people.

Ophir Asset Management US LLC owners & executives

5 reported
NameTitleOwnershipSince
Hawkeye Unit Trust ControlMemberOver 75%2018
Ophir Asset Management Pty Limited ControlTrusteeUnder 5%2018
Sandra Donnarumma ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2023
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Frequently asked questions

How much does Ophir Asset Management US LLC manage?

Ophir Asset Management US LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Ophir Asset Management US LLC have?

Ophir Asset Management US LLC reports 5 employees.

Where is Ophir Asset Management US LLC located?

Ophir Asset Management US LLC is based in Denver, CO and has been SEC-registered since 2021.

Does Ophir Asset Management US LLC disclose fund performance?

Ophir Asset Management US LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressBlock 162 Office Building, 675 15th Street, Suite 2270, Denver, CO 80202
Phone+1(720) 615-1165
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
CIK1844640
Discloses disciplinary historyNo

Regulatory AUM

$1.27B▲ 31%
Mar '25 — $964.9MApr '25 — $964.9MMay '25 — $964.9MJun '25 — $964.9MJul '25 — $964.9MAug '25 — $964.9MSep '25 — $964.9MOct '25 — $964.9MNov '25 — $964.9MDec '25 — $964.9MJan '26 — $964.9MFeb '26 — $964.9MMar '26 — $1.27BApr '26 — $1.27BMay '26 — $1.27BJun '26 — $1.27B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$1.27Bregulatory AUM
Discretionary $1.27B