Opco Distressed Advisors, LLC (Manhattan Beach)


Opco Distressed Advisors, LLC is a mid-sized advisory firm based in Manhattan Beach. It manages $35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.

Opco Distressed Advisors provides pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Opco Distressed Advisors: assets under management

The assets under management (AUM) of Opco Distressed Advisors, LLC is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 283% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Opco Distressed Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Opco Distressed Advisors, LLC

Albert Grinsfelder Lowenthal has been acting as President since 1 Apr 2007. Llc Fulcrum Strategy Partners joined the executive team most recently as the Parent Company.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Albert Grinsfelder Lowenthal Chairman 1 Apr 2007 Other 313519
Dennis Patrick Mcnamara Svp/secretary 1 Apr 2007 Other 2938486
Sherrie L Beehler Vp 1 Apr 2007 Other 4291313
Jeffrey Alfano Cfo 1 Apr 2007 Other 5127693
Deborah Kaback Svp/asst secretary 1 Apr 2007 Other 1854501
Stephen Charles Beach Chief compliance officer 1 Apr 2007 Other 867896
Edward Cary Holcomb Svp 1 Apr 2007 Other 1658199
Oppenheimer & Co. Inc. Parent co. 1 Apr 2007 75% - 100% 249
Thomas Robert Robinson President 1 May 2007 Other 2573055
Oppenheimer Asset Management Inc. Parent co. 1 Sep 2007 75% - 100% 105559
Bryan Edward Mckigney President 1 Nov 2008 Other 4293175
Llc Fulcrum Strategy Partners Parent company 1 Jan 2012 75% - 100% 26-1814920
Nicholas William Tell Chief executive officer 1 Jan 2012 Other 2349938
Eben Paul Perison Chief legal officer 1 Jan 2012 Other 2926828
Joshua Scott Zuckerwise Cfo, coo, cco 1 Jan 2012 Other 5561192

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Viner Finance Inc. Parent co. 1 Oct 1983 75% - 100% 98-0100459
E.A. Viner International Co. Holding co. 1 Oct 1983 75% - 100% 76-0148280
Oppenheimer Holdings Inc. Common stock 1 Oct 1983 75% - 100% 98-0080034

Based in Manhattan Beach

The principal office where Opco Distressed Advisors, LLC performs its advisory services is located at 1230 Rosecrans Ave, Suite 660, Manhattan Beach, CA 90266, 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 310-643-9100 or by fax 310-643-9113. The normal business hours are 9-5 on Monday - Friday.