OPPORTUNITY FINANCE NETWORK
Adviser information for OPPORTUNITY FINANCE NETWORK last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-114520 |
|---|---|
| SEC ERA File Number | 802-114520 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299901 |
| Legal Entity Identifier | None |
Principal Office
901 D STREET SWSUITE 1050
WASHINGTON
DC
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 202-618-6100, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| NCCA GENERAL PARTNER, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CDFI COMMUNITY INVESTMENT FUND I, LLC | Private Equity Fund | $14.4M | $0.0M | 3 |
| GOOD TO GROW CDFI INVESTMENT FUND, LLC | Private Equity Fund | $25.2M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Lipson, Beth | Individual | – | CHIEF FINANCIAL OFFICER | 06/2023 | < 5% |
| Wright, Mary (Lisa), A. | Individual | – | SENIOR VICE PRESIDENT | 06/2018 | < 5% |
| Kuchar-Bell, Amber | Individual | – | CHIEF STRATEGY AND OPERATIONS OFFICER | 07/2021 | < 5% |
| Patel, Bhumip | Individual | – | SVP, ACCOUNTING AND FINANCE | 07/2021 | < 5% |
| Pettigrew, Harold | Individual | – | PRESIDENT AND CHIEF EXECUTIVE OFFFICER | 06/2023 | < 5% |