OPEN DOOR INVESTMENT MANAGEMENT LTD.

RIASEC RegisteredEst. 2011
Total AUM
$183M
Discretionary
$183M
100% of AUM
Avg account
$91.7M
Accounts
2
Employees
17
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SHIFENG KE

    CEO & Chief Investment OfficerCRD 5075508

Contacts

3 of 4
  • Yen Wong

    DirectorCRD 7980134

  • Stephen Squire

    Managing MemberCRD 1596703

  • BIN WU

    Head of ResearchCRD 6931641

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth