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Open Source Investments, LLC

● SEC registered since 2022CRD 287501SEC# 801-124704
Export (members)
Reg. AUM
$114.1M
Employees
2
Accounts
599
Location

Open Source Investments, LLC assets under management

Open Source Investments, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $114.1 million in regulatory assets under management and employs 2 people.

Open Source Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph G Zinsel ControlManaging Director50-75%2017
Scott Michael Capace ControlChief Compliance Officer/Managing Director50-75%2017

Frequently asked questions

How much does Open Source Investments, LLC manage?

Open Source Investments, LLC reports $114.1 million in regulatory assets under management on its Form ADV.

How many employees does Open Source Investments, LLC have?

Open Source Investments, LLC reports 2 employees.

Does Open Source Investments, LLC disclose fund performance?

Open Source Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone985-231-0808
Fax985-520-0313
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.1M
Non-discretionary$0
Total (RAUM)$114.1M