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Megan Von feldt

Investment adviser representative at O'connor Alternative Investments, LLC
21 yearsExperience
2 statesRegistered in
$16.4BFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

21 years in the industry.

  1. O'connor Alternative Investments, LLCApr 2026 to now
  2. Cantor Fitzgerald & Co.Apr 2026 to now
  3. UBS Asset Management (US) Inc.May 2024 to Mar 2026
  4. Credit Suisse Securities (USA) LLCOct 2005 to Apr 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (CA, NY).

O'connor Alternative Investments, LLC

$16.4BAssets managed
42Clients
3Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5048857
Firm CRD
336332
Advisor's SEC record (opens in a new tab)
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