Open Source Investments, LLC
Open Source Investments, LLC is an SEC-registered mass-market adviser with $130.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Open Source Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287501, SEC 801-124704, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $130.7M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 239
- CRD
- 287501
- Ownership
- CAPACE, SCOTT, MICHAEL; ZINSEL, JOSEPH, G
How much AUM does Open Source Investments, LLC have?
Open Source Investments, LLC reported $130.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Open Source Investments, LLC?
Disclosed owners and executives of Open Source Investments, LLC include CAPACE, SCOTT, MICHAEL, ZINSEL, JOSEPH, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.