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OPALEYE MANAGEMENT INC.
CRD 124513File 801-78700
APPROVED
Custody
Disclosure events
Filing as of Feb 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$802.8M
Above cohort median (national)
Discretionary AUM
$802.8M
Clients
2
2 accounts
Employees
4
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 29, 2013
- Principal office
- ONE BOSTON PLACE, 26TH FLOOR, BOSTON, MA, 02108
- Phone
- 617-229-5085
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $802.8M
- Discretionary AUM
- $802.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $401.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $13.6M |
| Pooled investment vehicles | 1 | $789.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 3 | 4 | increased by1 |
| Mar 1, 2026 | AUM | $639,571,499 | $802,773,181 | increased by$163,201,682 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 61 | 2 | decreased by59 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $572,206,000 | $639,571,499 | increased by$67,365,499 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 61 | 2 | decreased by59 |
| May 1, 2022 | Clients | 2 | 61 | increased by59 |
| May 1, 2022 | AUM | $833,440,399 | $572,206,000 | decreased by$261,234,399 |
| May 1, 2022 | Accounts | 2 | 61 | increased by59 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OPALEYE MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OPALEYE MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.