OP PREF EQUITY ADVISER, LLC
Adviser information for OP PREF EQUITY ADVISER, LLC last updated from Form ADV on March 29th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, 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 | 802-122131 |
|---|---|
| SEC ERA File Number | 802-122131 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315211 |
| Legal Entity Identifier | None |
Principal Office
54 MUSIC SQUARE EASTSUITE 100
NASHVILLE
TN
United States
Monday - Friday, 8:30 TO 5:00
Tel: 615-324-0783, Fax: None
Websites
Chief Compliance Officer
JAMES R. GRANBERRY
MANAGER
TWO MUSIC CIRCLE SOUTH, SUITE 200
NASHVILLE
TN
United States
Tel:
6153240783
J*********@*************M
(Full email address available in API data)
Industry Affiliates
| OAK POINT PROPERTIES, LLC | Real estate broker or dealerSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| OP PREF EQUITY MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| OP CENTRE 2 PREF EQUITY, LLC | Private Equity Fund | $2.4M | $0.0M | 15 |
| OP JCF PREF EQUITY FUND I, LLC | Private Equity Fund | $11.4M | $0.1M | 42 |
| OP MAGDALENA INVESTMENTS, LLC | Private Equity Fund | $3.6M | $0.0M | 30 |
| OP MUSIC CIRCLE LOT HOLDINGS, LLC | Private Equity Fund | $7.8M | $0.0M | 43 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Albright, Justin, Donald | Individual | – | MANAGER | 03/2021 | 50-75% |
| Granberry, James, Raycliff | Individual | – | CHIEF COMPLIANCE OFFICER; MANAGER | 03/2021 | 50-75% |