Deeply rooted in the history of the Family Office,* Opus provides multi-manager solutions including with managers that are hard to access, often because they are closed to new investors and/or hard to discover.
SEC-registered, Opus Investment is offering the opportunity for select investors to align with us and the way we invest with a focus on pursuing attractive risk-adjusted returns and preservation of capital1.
*NOTE: FBE Limited LLC (“FBE”), wholly owns FBE Finvest, LLC referred to above as the “Family Office.” Please see “References to the Family Office” section of the Disclaimers page for important information about the Family Office. formed Opus Investment Management LLC (“Opus Investment”), which registered with the SEC in 2021 as an investment adviser, and Opus Capital Management LLC (“Opus Capital”) in 2003, hereafter collectively referred to as “Opus” to manage the Opus private investment funds (the “Opus Funds”). The Opus Funds are Opus Fund LLC, Opus Preferred Fund LLC and Opus Fund International Ltd. Each of the Opus Funds has its own classes, also referred to as strategies, all of which are distinct as described in the offering documents (the “Offering Documents”). Opus Capital is the Administrative Manager to the Funds. Opus Capital is responsible for all of the Funds’ administrative matters, such as accounting, net asset value calculations, reporting, investor relations, and marketing. Opus Investment is the investment manager to the Funds. Opus Investment is managed and supervised based on an overall basis by its management committee (the “Management Committee”). The Investment Committee for the Opus Investment Fund-of-Funds Division (the “Fund-of-Funds Investment Committee”) makes all investment decisions and decides on all investment allocation and re- allocation determinations for the Opus Funds, which decisions are carried out by the Opus Investment Fund-of-Funds Division (the “Fund-of-Funds Division”) executive officers in their respective roles. For additional information about Opus committees and the professional team, see the Opus Team section of this presentation. Please see important additional disclosures in the Disclaimers page. 1There is no guarantee that a focus on pursuing attractive risk-adjusted returns and preservation of capital will result as expected. This is not a guarantee of results. Please see Disclaimers page.
1970s
1980s
1990s
2000s
2010 - 2021
2025
Note: The Fund of Funds Investment Committee will have the exclusive authority to make all investment decisions and to decide on all investment allocation and re-allocation determinations, which decisions will be carried out by Fund-of Funds Division Executive Officers in their respective roles. The Executive Officers of the Fund-of-Funds Division, as well as the Fund of Funds Investment Committee, will be under the overall supervision and control of the Management Committee and, as needed and/or requested, will report to (i) the Management Committee on all policy related matters and (ii) the CCO on compliance matters. **Please see “References to the Family Office” section of the Disclaimers page for important additional information about the Family Office.
Years Alternatives
Investing*
Commitment & Team Dedication
Years Average
Investor Tenure
▪ As Wealth Increases, Needs for Diversification Increase
▪ While Scalable Ability to Source, Diligence, Monitor Investments is Often Constrained
▪ Sharing Our Institutional Capabilities, Infrastructure & Resources
▪ Education, Presentations to Boards, Investment Committees
▪ Real-time Interaction: Practical, Effective & Customized Communications
▪ Efforts are Dynamic, Nimble, Anticipatory & Responsive
Note: *By affiliated Family Office. Please see “References to the Family Office” section of the Disclaimers page for important additional information about the Family Office. Opus has been investing in alternatives since inception in 2003.
