OPCREST INVESTMENT MANAGEMENT, LLC

OPCREST INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 156416). Regulatory assets under management: $20.6M.

Registration

• CRD: 156416
• Type: Registered investment adviser
• Phone: 214-697-6966
• Latest filing: 2026-06-17
• Regulatory AUM: $20.6M
• Discretionary AUM: $20.6M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search