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OPHIR ASSET MANAGEMENT US LLC

DENVER, CO · CRD 312619 · IAPD ↗ · +1(720) 615-1165

$1.27BRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — OPHIR ASSET MANAGEMENT US LLC crossed $1B in regulatory AUM ($964.9M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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