OR
Optos Real Estate Credit, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 343298
· SEC file 801-136793
· New York, NY
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 8
AUM over time
$0
$0
Jun 19, 2026
Jul 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $0 | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 927 KB | 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
- • Fixed fees
Services
- • Other services
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: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗