Opsis Capital Management LP (Dallas)


Opsis Capital Management LP is a large advisory firm based in Dallas. It manages $48 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Opsis Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Opsis Capital Management: assets under management

The assets under management (AUM) of Opsis Capital Management LP is $48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 405% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Opsis Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Opsis Capital Management LP performs its advisory services is located at 200 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-276-8903 or by fax 214-276-8901. The normal business hours are 8:30am - 5:00pm on Monday - Friday.