Op Pref Equity Adviser, Llc
SEC-registered
Investment Adviser
CRD 315211
· SEC file 802-122131
· Nashville, TN
· www.oakpointre.com
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ADV data as of Feb 26, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $25.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Op Jcf Pref Equity Fund I, Llc | Private Equity Fund | Delaware | $11.4M | 42 |
| Op Music Circle Lot Holdings, Llc | Private Equity Fund | Delaware | $7.8M | 43 |
| Op Magdalena Investments, Llc | Private Equity Fund | Delaware | $3.6M | 30 |
| Op Centre 2 Pref Equity, Llc | Private Equity Fund | Delaware | $2.4M | 15 |
Private funds (4, $25.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Op Jcf Pref Equity Fund I, Llc | Private Equity Fund | $11.4M | $50.0K | 42 |
| Op Music Circle Lot Holdings, Llc | Private Equity Fund | $7.8M | $2.5K | 43 |
| Op Magdalena Investments, Llc | Private Equity Fund | $3.6M | $5.0K | 30 |
| Op Centre 2 Pref Equity, Llc | Private Equity Fund | $2.4M | $20.0K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1.11 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
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗