OPEN SOURCE INVESTMENT MANAGER, LLC

Overview

Open Source Investment Manager, LLC is organized as a limited liability company and is classified as an unclassified adviser in the available records. The firm is owned by a combination of a domestic entity and an individual. Public filings do not specify the year of SEC registration. The firm does not identify itself as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser. It is also not indicated to be a newly formed adviser, a pension consultant, or a related adviser to another registered manager. The firm's regulatory/operational footprint includes roles beyond pure advisory work: it is noted as an other investment adviser, a real estate broker, and as sponsor, general partner, or managing member of pooled investment vehicles. Those operating roles imply the firm is materially involved in forming and managing private pooled vehicles rather than solely providing one-on-one financial planning or discretionary public-asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices