OPTO INVESTMENT MANAGEMENT, LLC

Thesis

The firm focuses on private equity, venture capital, real estate, private credit, and infrastructure. Opto's AI fund targets foundational AI technologies, such as infrastructure, developer tools, specialized frameworks, energy systems, and enterprise applications, with a preference for early-stage AI, enterprise software, infrastructure, data, and cloud technology startups. Opto IM forms Opto SPVs that make capital commitments to underlying private investment programs and syndicates interests in these SPVs to qualified investors. Opto Investments does not receive compensation from fund managers, enabling an undiluted focus on quality. They frequently invest their own capital in select deals available on the platform. Opto builds smaller bespoke portfolios for clients, which allows for customization and co-investment and direct opportunities. As of December 31, 2025, Opto IM has regulatory assets under management totaling $565,386,370, with $384,306,198 managed on a discretionary basis and $181,080,172 managed on a non-discretionary basis.