Oppoquest, Llc
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $45.7M
- Discretionary
- $41.9M
- Clients
- 77
- Avg AUM / client
- $594K
- Accounts
- 133
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 44 | $8.9M | 19.6% |
| High net worth individuals | 33 | $32.9M | 72.0% |
| Corporations and other businesses | Fewer than 5 clients | $3.8M | 8.41% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paresh Jain | Registered representative | Apr 2013 (13y) | ||
| Alok Himmatramka | Registered representative | Nov 2013 (13y) | ||
| Manan Kishore Atit | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $25.4M (56% of AUM) Jul 2026
- Interactive Brokers $18.6M (41% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗