Opto Investment Management

Asset Manager SEC-registered adviser

Legal name: Opto Investment Management, LLC

New York, NY Website LinkedIn X

AUM

$928.6M
Regulatory AUM

Private funds

29
Private Equity 21 · Real Estate 3 · Venture Capital 3 · Other 1 · Securitized Asset 1

Private fund assets

$382.2M
Gross asset value

Employees

14

Last Form D raise

Feb 2026
Most recent fund filing

From SEC Form ADV filing (filed Jul 31, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

Funds(28)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
2026 Vdc LPVenture Capital$27.0M$270.3M23Feb 2026Warm
Conway Opportunitites Fund 2026, LPPrivate Equity$460K——Dec 2025Warm
Waypoint Private Access Fund II L.P.Private Equity$14.1M$11.9M19Nov 2025Warm
Km Real Asset Fund I LPPrivate Equity$11.5M——Sep 2025Cool
Fidelis Capital Concordia Fund I LPPrivate Equity$6.6M——Sep 2025Cool
Northeast - Real Estate Opportunities Fund Feeder LPPrivate Equity$470K$750K5Aug 2025Cool
Northeast - Pachogue LPReal Estate$12.2M——Jul 2025Cool
Northeast - 26n Bdc Feeder Fund LPPrivate Equity$1.4M——Jul 2025Cool
Csp Select Access PE Fund I, LPPrivate Equity$1.2M$17.8M34Jul 2025Cool
Km Growth Fund I, LPPrivate Equity$27.5M$27.0M7Apr 2025Cool
Lit Hsip V, LLCSecuritized Asset$10.9M$12.0M9Mar 2025Cool
Lit Hp IX, LLCPrivate Equity$4.2M$8.0M8Mar 2025Cool
Northeast - Real Estate Opportunities Fund LPReal Estate$7.4M——Feb 2025Cool
Conway Opportunities Fund 2025, LPPrivate Equity$12.0M$20.8M4Feb 2025Cool
Daymark Fund I, LPPrivate Equity$9.3M$6.3M26Jan 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
316847
SEC file number
801-123757

Sources