For custom funds – depending on your firm’s needs – we may be able to create 3(c)(1) vehicles to permit access for qualified clients and QPs, in addition to 3(c)(7) vehicles for QPs.
Please note, currently only US investors with a valid Social Security Number (SSN) or Employer Identification Number (EIN) can invest in our funds. In select circumstances, we can accommodate foreign investors, however, this should be discussed with your Opto relationship manager before sharing any details with a prospect or client.