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OPPOQUEST

Updated today

Client assets under management

$41,867,500

Clients

77

43% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

26

Low

Average account size

$543,734

About

OppoQuest provides discretionary and non-discretionary investment management to individual and business clients, serving both high-net-worth and non-HNW investors. The firm delivers portfolio management through model-based separately managed accounts and also offers customized mandates for client-specific objectives.

The firm follows a bottoms-up fundamental research process and maintains four main strategies—Growth, Moderate, Conservative, and an Options-Enhanced strategy that uses covered option writing—while employing ETPs, ETNs and occasional derivatives for diversification and cost efficiency. Portfolios are constructed with position limits (generally 10–50 positions), active sell discipline, and ongoing monitoring of correlations and risk characteristics.

Compared with many peers, OppoQuest produces periodic educational newsletters and electronic posts and makes performance-based fee arrangements available to qualified clients, features that are relatively uncommon among supported firms. The adviser also manages held-away defined-contribution participant accounts via a third-party platform and routes trading primarily through Interactive Brokers and Charles Schwab.

Client services

Portfolio management Newsletters or periodicals Asset allocation

Expertise

Options & derivatives strategies Passive / index investing

Fee options

Percentage

Below $500,000 - $499,999: 1.00% annually $500,000 - $1,000,000: 0.75% annually Above $1,000,000+: 0.50% annually

Performance-based

25% of positive quarterly returns over the previous high-water mark; no fee if returns are negative; only available to qualified investors (over $1 million AUM or $2 million net worth excluding primary residence)

Main office location

OPPOQUEST

Sugar Land TX, United States

Number of offices

3

Most active in

California · Georgia · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Manan A

Series 65

Sugar Land, TX

OPPOQUEST

Manan Atit is a financial advisor at OPPOQUEST with one year of industry experience. He holds the Series 65 designation and has prior work experience at Honeywell, Abbott, and Alcon. Manan is also the co-founder of Netra Health, an early-stage life science investment venture. OPPOQUEST provides discretionary and non-discretionary investment management to individual and business clients, serving both high-net-worth and non-HNW investors through separately managed accounts. The firm employs a bottoms-up fundamental research process and offers multiple portfolio strategies, including Growth, Moderate, Conservative, and Options-Enhanced approaches.

Options & derivatives strategies Passive / index investing
user avatar

Paresh J

Series 65

Sugar Land, TX

OPPOQUEST

Paresh Jain is a financial advisor at OPPOQUEST with 12 years of industry experience. He holds a Series 65 designation and has been with OPPOQUEST since 2013. Prior to his current role, he worked at Texas Southern University for five years. OPPOQUEST provides discretionary and non-discretionary investment management services to individual and business clients, including both high-net-worth and non-HNW investors. The firm employs a bottoms-up fundamental research process and offers model portfolios across various strategies, emphasizing active risk management and independence in execution.

Options & derivatives strategies Passive / index investing
user avatar

Alok H

Series 65

Houston, TX

OPPOQUEST

Alok Himmatramka is a financial advisor at OPPOQUEST with 12 years of industry experience. He holds a Series 65 designation and has been with OPPOQUEST since 2013. OPPOQUEST provides discretionary and non-discretionary investment management to individual and business clients, serving both high-net-worth and non-HNW investors through separately managed accounts. The firm employs a bottoms-up fundamental research process and active risk management across diversified model portfolios.

Options & derivatives strategies Passive / index investing
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