OPEN DOOR INVESTMENT MANAGEMENT LTD.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 159123
- Registered since
- November 14, 2011
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Open Door Investment Management Ltd. is a hedge fund–style adviser that manages pooled vehicles for institutional clients and provides portfolio management to businesses and institutions. The firm runs its own hedge funds while also investing with external managers, and it identifies as an active ESG investor — signaling that environmental, social or governance factors are part of its investment process. The firm is SEC‑registered and has been operating since 2011; ownership structure is a mix of a foreign entity and individuals. Investment activity centers on liquid alternative strategies and private pooled vehicles. The adviser appears to favor concentrated, institutional-sized relationships: it both manages its own funds and supplements those positions through allocations to third‑party hedge fund managers and real estate managers. Fee arrangements include a percentage‑of‑AUM component along with other, unspecified fee elements.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SHIFENG KE
CEO & Chief Investment OfficerCRD 5075508
Contacts
3 of 4Yen Wong
DirectorCRD 7980134
Stephen Squire
Managing MemberCRD 1596703
BIN WU
Head of ResearchCRD 6931641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 100 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ACCORD EQUITY ADVISORS LLC
RIASAN FRANCISCO, CA
JANUARY CAPITAL ADVISORS LLC
RIASAN FRANCISCO, CA
GOLDEN GATE PERSONAL FINANCIAL PLANNING
RIASAN FRANCISCO, CA
EMBARCADERO FINANCIAL GROUP
RIASAN FRANCISCO, CA
HANKE & APOLONIO WEALTH ADVISORS LLC
RIASAN FRANCISCO, CA
SAS FINANCIAL ADVISORS, LLC.
RIASAN FRANCISCO, CA