Open Space Capital LLC

RIASEC Registered
Total AUM
$50M
Discretionary
$50M
100% of AUM
Avg account
$50M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
333078
Custodians
TITAN SETTLEMENT & CUSTODY LTD
Fee structure
Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Open Space Capital LLC is a small, owner-operated advisory firm organized as an LLC that provides discretionary portfolio management for individuals, small businesses and institutional or business clients. The firm’s filing shows a performance-fee structure, which tends to indicate active management or strategies tied to outperformance rather than simple asset-based fees. Reported allocations are heavily weighted to cash and cash equivalents, suggesting a conservative liquidity posture or a temporary capital-holding strategy while deploying assets. The adviser is not identified as an active ESG investor and is not listed as a multi-state adviser or pension consultant.

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

Asset composition

Asset composition: Cash & Cash Equivalents 91%, State & Local Bonds 7%, US Government Bonds 2%91%
  • Cash & Cash Equivalents91%
  • State & Local Bonds7%
  • US Government Bonds2%

Contacts

1 of 1
  • Christopher Prang

    Owner, Portfolio ManagerCRD 5151032

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth