OPENGATE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$667M
Discretionary
$667M
100% of AUM
Avg account
$60.6M
Accounts
11
Employees
25
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
213518
Registered since
May 27, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Opengate Capital Management, LLC is a private equity manager that acts as sponsor and general partner for pooled investment vehicles while also advising third‑party alternative funds. The firm targets institutional clients and charges a mix of percentage‑of‑AUM and performance‑based fees, aligning pay with realized returns across its funds. Opengate identifies itself as an active ESG investor and integrates those considerations into its portfolio management and sponsor responsibilities. Investment activity centers on illiquid, privately negotiated strategies rather than listed markets. The firm focuses capital deployment through pooled vehicles, where it provides portfolio management for pooled investment vehicles and takes on GP-level responsibilities, including sourcing deals, executing transactions, and ongoing asset management for its funds.

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
  • SAMIR MOHIN

    Chief Financial Officer and Chief Operating OfficerCRD 6924360

Contacts

2 of 2
  • Nava Hazan

    General CounselCRD 8011994

  • ANDREW NIKOU

    Founder & Managing PartnerCRD 3264339

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
667 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth