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Optas, LLC

● SEC registered since 2019CRD 299965SEC# 801-115209Austin, TX
Export (members)
Reg. AUM
$741.4M
Employees
10
Accounts
660
Location
Austin, TX

Optas, LLC assets under management

Optas, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2019. It reports $741.4 million in regulatory assets under management and employs 10 people.

Optas, LLC owners & executives

3 reported
NameTitleOwnershipSince
Frederick Morgan Glasser ControlManaging Member50-75%2019
Meghan Railey ControlManaging Member50-75%2019
Michael BergerChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Optas, LLC manage?

Optas, LLC reports $741.4 million in regulatory assets under management on its Form ADV.

How many employees does Optas, LLC have?

Optas, LLC reports 10 employees.

Where is Optas, LLC located?

Optas, LLC is based in Austin, TX and has been SEC-registered since 2019.

Does Optas, LLC disclose fund performance?

Optas, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address210 Barton Springs Rd, Suite 415, Austin, TX 78704
Phone888-284-7139
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1802961
Discloses disciplinary historyNo

Assets under management

Discretionary$741.4M
Non-discretionary$0
Total (RAUM)$741.4M