Opus Select Strategies, LLC (Menlo Park)

Name: Opus Select Strategies, LLC
Address: 2730 Sand Hill Road, Menlo Park, CA, 94025
Telephone: 650-543-2900

Opus Select Strategies, LLC is an adviser based in Menlo Park. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and New York.

Opus Select Strategies 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.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Opus Select Strategies, 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 Opus Select Strategies, LLC

Norman Marks Pao has served as the Chief Investment Officer since 1 Nov 2006. Carol Merrick Turner joined the executive team most recently as the Chief Compliance Officer/Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Opus Capital Ventures	Member	1 Oct 2006	75% - 100%	20-3539087
Llc Opus Capital Group	Member	1 Oct 2006	75% - 100%	20-3539087
Ronald Monroe Hoffner	Chief compliance officer, chief financial officer	1 Nov 2006	Other	1989324
Norman Marks Pao	Chief investment officer	1 Nov 2006	Other	5250585
Carol Merrick Turner	Chief compliance officer/chief financial officer	1 Oct 2007	Other	2162036

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Philip Greer	General partner; pfd. unit owner	1 Dec 1998	75% - 100%	229347
Dated December 2 1998 Philip Greer 1998 Family Trust	Limited partner	1 Dec 1998	75% - 100%	trust
Norman Myron Gold	Trustee	1 Dec 1998	Other	2068829
Stephen Henry Weiss	Trustee	1 Dec 1998	Other	462505
Gill Cogan	General partner; pfd. unit owner	1 Dec 1999	50% - 75%	2451327
Dated December 31 1999 Cogan 1999 Family Trust	Limited partner	1 Dec 1999	75% - 100%	trust
Norman Myron Gold	Trustee	1 Dec 1999	Other	2068829
Ann Dearborn Goldsmith	General partner; pfd unit owner	1 Dec 1999	50% - 75%	5250635
Gill Cogan	Managing member	1 Aug 2005	Other	2451327
Lp Cogan Investment Partners	Member	1 Aug 2005	50% - 75%	94-3348349
Philip Greer	Managing member	1 Aug 2005	Other	229347
Lp Greer Investment Partners Ii	Member	1 Aug 2005	25% - 50%	36-4261648

Based in Menlo Park

The principal office where Opus Select Strategies, LLC performs its advisory services is located at 2730 Sand Hill Road, Menlo Park, CA 94025, 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 650-543-2900 or by fax 650-543-2901. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.opus-select.com.