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OPTOS REAL ESTATE CREDIT, LLC

NEW YORK, NY · CRD 343298 · IAPD ↗ · 212-308-7700

$0Regulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

85
August 2026 — OPTOS REAL ESTATE CREDIT, LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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