← Tributary

OPALEYE MANAGEMENT INC.

BOSTON, MA · CRD 124513 · IAPD ↗ · 617-229-5085

$802.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
March 2026 — OPALEYE MANAGEMENT INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
March 2026 — OPALEYE MANAGEMENT INC. reported RAUM up 26% ($639.6M -> $802.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — OPALEYE MANAGEMENT INC. crossed $500M in regulatory AUM ($432.5M -> $639.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.